Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Blewett is an investment advisor representative at Berkeley Capital Partners, LLC. Stuart has been a registered investment advisor since 1993 and has experience in the financial services industry. Stuart has been a registered investment advisor with Berkeley Capital Partners, LLC since 2015 and has previously been associated with firms like TRIAD ADVISORS, INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CITIGROUP GLOBAL MARKETS INC., and PFS INVESTMENTS INC. Stuart holds the Series 6, 7, 24, 26, 63, and 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
08/22/2015 - Present
Berkeley Capital Partners, LLC (MILTON GA)
GA
08/21/2015 - 09/02/2016
TRIAD ADVISORS, INC. (Norcross GA)
GA
04/30/2009 - 08/25/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NORCROSS GA)
GA
05/15/1996 - 05/19/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
02/12/1993 - 04/24/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1995
Series 24 - General Securities Principal Examination
BC
Issued 03/26/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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