Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed William Stewart is a financial advisor with over 12 years of experience in the industry. Ted is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since June 2022. Prior to that, Ted worked with Edward Jones, and Raymond James & Associates, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ted holds the Series 7, 9, 10, 66 licenses and the SIE exam. Ted specializes in providing financial planning, portfolio management, and educational seminars. Ted serves a variety of clients including individuals, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
06/28/2022 - Present
Raymond James Financial Services Advisors, Inc. (Julian NC)
NC
09/27/2021 - 06/14/2022
EDWARD JONES (GREENSBORO NC)
NC
08/04/2011 - 10/04/2021
RAYMOND JAMES & ASSOCIATES, INC. (GREENSBORO NC)
NY
02/23/2001 - 10/09/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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