Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Meacham is a financial advisor with Cozad Asset Management Inc. in Champaign, Illinois. Stuart has been in the financial industry since 1982, and holds a Series 7, 24, 4, 53 and 63 license. Stuart is a Chartered Financial Consultant and specializes in financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Stuart has a background in accounting and tax preparation, and has served as a director for multiple organizations. Stuart is committed to providing personalized financial advice and investment management services to help clients reach their financial 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.
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
IL
05/08/2006 - Present
Cozad Asset Management Inc. (CHAMPAIGN IL)
IL
09/01/2009 - 10/14/2021
M HOLDINGS SECURITIES, INC. (CHAMPAIGN IL)
IL
11/21/1990 - 09/04/2009
FSC SECURITIES CORPORATION (CHAMPAIGN IL)
IL
03/13/1997 - 11/02/2000
NATIONVEST CAPITAL, L.L.C. (CHAMPAIGN IL)
NA
03/23/1983 - 11/26/1990
COZAD INVESTMENT SERVICES, INC.
BC
Issued 06/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1989
Series 4 - Registered Options Principal Examination
BC
Issued 11/07/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/29/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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