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 a financial advisor registered with Cetera Investment Advisers LLC in Athens, Alabama. Stuart has been in the financial services industry since June 18, 2007. Stuart is also registered with the state of Texas as an Investment Advisor Representative. Stuart previously worked with BBVA Compass Investment Solutions, Inc., Morgan Keegan & Company, Inc., AXA Advisors, LLC and Edward Jones. Stuart has a Series 7 and a Series 66 license and holds licenses in thirteen states. In addition to financial planning, Stuart also offers portfolio management for individuals and businesses, educational seminars, 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.
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 9/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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