Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Halley Armstrong is a financial advisor with over 35 years of experience in the industry. Stuart is a Certified Financial Planner and Chartered Financial Consultant and has served as a registered representative for Osaic Wealth, Inc. since 2018, after previously being registered with Signator Investors, Inc. from 1986 to 2018. Previously, Stuart worked for John Hancock Mutual Life Insurance Company from 1986 to 1997. Stuart holds licenses and registrations to offer advisory services in several states, including California, Georgia, Massachusetts, and Virginia, and has passed the Series 6, 7, 22, 63, and 65 examinations. Stuart works with individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Stuart's expertise is in financial planning, portfolio management, and insurance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
MA
11/02/2018 - Present
Osaic Wealth, Inc. (NEEDHAM HEIGHTS MA)
MA
01/15/1986 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEEDHAM HEIGHTS MA)
MA
01/15/1986 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stuart Armstrong is the right advisor for you? Invested Better is here to help.
