Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Friedman is an Investment Advisor Representative with Burnham Gibson Wealth Advisors, LLC, a firm with approximately $4.81 billion of regulatory assets under management. Stuart has been in the securities industry since September 10, 1978. Stuart is registered in Arizona, California, Colorado, Hawaii, Minnesota, North Carolina, Oregon, Tennessee, and Washington. Stuart has also held previous registrations with The Equitable Life Assurance Society of the United States. Stuart has passed the Series 1, Series 7, Series 63, Series 65, Series 6TO and Series 22TO exams.
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.
Value of plan assets
1
2
FL
10/26/2021 - Present
Burnham Gibson Wealth Advisors, LLC (TAMPA FL)
NY
09/11/1978 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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