Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernon? Claim Your ProfileVernon Grant Stewart is a financial advisor with over 30 years of experience in the industry. Vernon is currently registered with J. W. Cole Advisors, Inc. Previously, Vernon was registered with National Planning Corporation, Walnut Street Securities, Inc., AEGON USA Securities Inc., and Edward D. Jones & Co., L.P. Vernon offers a variety of financial planning services including portfolio management, investment advice, 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.
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 consulting
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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2
IN
09/17/2019 - Present
J. W. Cole Advisors, Inc. (GREENCASTLE IN)
IN
06/20/2003 - 11/01/2017
NATIONAL PLANNING CORPORATION (GREENCASTLE IN)
CA
04/03/1998 - 06/30/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
05/01/1990 - 04/03/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MO
11/21/1984 - 05/17/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 12/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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