Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Craig Chamberlin is a financial advisor based in Boca Raton, Florida. Stuart is registered with Sound Income Strategies, LLC. Stuart has been a registered representative since 1988, with experience in multiple firms. Stuart also works with Chamberlin Financial Inc, offering fixed and life insurance products. Stuart has a broad range of experience and specializes in providing financial planning, portfolio management for individuals and investment companies, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
05/26/2020 - Present
Sound Income Strategies, LLC (Miami FL)
IL
05/22/2013 - 07/16/2013
CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)
FL
10/19/2011 - 09/20/2012
PRIME CAPITAL SERVICES, INC. (BOCA RATON FL)
FL
03/24/2010 - 08/18/2011
J.P. TURNER & COMPANY, L.L.C. (BOCA RATON FL)
FL
11/06/2002 - 03/29/2010
GUNNALLEN FINANCIAL, INC (BOCA RATON FL)
AL
05/15/2002 - 10/24/2002
SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
OK
07/24/1997 - 05/15/2002
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
FL
06/25/1996 - 05/16/1997
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
NY
08/14/1995 - 06/19/1996
COMPREHENSIVE CAPITAL CORP. (GREAT NECK NY)
MO
07/25/1989 - 01/28/1991
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
04/20/1989 - 08/05/1989
HUBERMAN SECURITIES CORP.
NA
08/29/1988 - 04/24/1989
J. W. GANT & ASSOCIATES, INC.
IA
Issued 05/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 08/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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