Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Stewart is a financial advisor with J.P. Morgan Securities LLC in NORTHBROOK, IL. Todd has over 35 years of experience in the financial services industry. Todd holds licenses in Illinois and Texas, and has passed the Series 7, Series 63, Series 65, and SIE exams. Todd is a Certified Financial Planner and has worked at several firms including Gradient Securities, LLC, Raymond James & Associates, Inc., Howe Barnes Hoefer & Arnett, Inc., Morgan Stanley DW Inc., Robert W. Baird & Co. Incorporated, and Buys-MacGregor, MacNaughton- Greenawalt & Co.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
05/14/2015 - Present
J.p. Morgan Securities LLC (NORTHBROOK IL)
IL
12/12/2011 - 07/15/2013
GRADIENT SECURITIES, LLC (CHICAGO IL)
IL
04/01/2011 - 12/12/2011
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
06/08/2005 - 06/28/2011
HOWE BARNES HOEFER & ARNETT, INC. (CHICAGO IL)
NY
07/25/1997 - 06/14/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
WI
07/01/1988 - 07/30/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
09/24/1987 - 07/01/1988
BUYS-MACGREGOR, MACNAUGHTON- GREENAWALT & CO.
IA
Issued 04/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Todd Stewart is the right advisor for you? Invested Better is here to help.
