Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Nelsen Speer is a financial advisor with Cetera Investment Advisers LLC. Stuart has been in the financial services industry since 1985 and is a Certified Financial Planner. Stuart has experience in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Stuart is registered to provide financial advice in Arizona, California, Florida, Georgia, Indiana, Kansas, Louisiana, Maine, Minnesota, Missouri, Nebraska, Oklahoma, Oregon, Texas, and is also registered as an Investment Advisor Representative in Kansas and Texas. Stuart is committed to providing personalized financial advice that meets his clients' individual needs and goals.
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
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (LENEXA KS)
MO
05/17/2005 - 07/03/2012
AMERITAS INVESTMENT CORP. (KANSAS CITY MO)
IA
03/19/2004 - 11/30/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
03/21/2003 - 10/08/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
08/27/2001 - 03/11/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/03/1986 - 10/27/1987
VSR FINANCIAL SERVICES, INC.
NA
11/20/1985 - 06/06/1986
THE CAREY COMPANY
BOTH
Issued 9/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/6/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/15/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 8/1/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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