Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Paul Wilson is an investment advisor representative at Cetera Investment Advisers LLC, based in Athens, Alabama. Stuart has been in the financial services industry since 2007. Stuart Wilson is a registered investment advisor in Alabama and Texas. Stuart Wilson offers financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Stuart is registered with Cetera Investment Services LLC, BBVA Compass Investment Solutions, Inc., Morgan Keegan & Company, Inc., AXA Advisors, LLC, and Edward Jones. Stuart Wilson is also a volunteer at Grace Hills Farms Zombie Paintball Hunt.
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
AL
01/18/2023 - Present
Cetera Investment Advisers LLC (ATHENS AL)
AL
05/14/2012 - 01/14/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ATHENS AL)
AL
05/11/2010 - 05/09/2012
MORGAN KEEGAN & COMPANY, INC. (ATHENS AL)
AL
08/23/2007 - 05/14/2010
AXA ADVISORS, LLC (ATHENS AL)
AL
01/01/2006 - 03/10/2006
EDWARD JONES (ATHENS AL)
BOTH
Issued 09/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stuart Wilson is the right advisor for you? Invested Better is here to help.
