Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Remley Robertson is an active investment advisor representative with Sharebuilder 401k. Stuart has been in the industry since 2006 and has worked with Sharebuilder 401k since 2019. Stuart's primary registration is with the state of Washington. Stuart has a Series 66, Series 24, and Series 7 license. Stuart previously worked with Capital One Investing, LLC in Seattle, WA from 2008 to 2019.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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WA
07/31/2019 - Present
Sharebuilder 401k (SEATTLE WA)
WA
01/25/2008 - 06/12/2019
CAPITAL ONE INVESTING, LLC (Seattle WA)
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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