Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Swan is a financial advisor with Sowell Management and is registered as an Investment Advisor Representative in Georgia. Stuart has been in the industry for over 20 years, previously working at Merrill Lynch and Edward Jones. Stuart has a Series 7, Series 63 and Series 65. Stuart's areas of expertise include financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
1
2
GA
11/15/2022 - Present
Sowell Management (Watkinsville GA)
GA
10/04/2000 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATHENS GA)
MO
04/20/1999 - 10/17/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Stuart Swan is the right advisor for you? Invested Better is here to help.
