Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace Edward Sutton has been in the financial services industry since 1984. Wallace Edward Sutton is currently registered with Cornerstone Wealth. Wallace Edward Sutton is also a Registered Investment Advisor in the state of Florida. Previously, Wallace Edward Sutton was associated with Purshe Kaplan Sterling Investments, Securities Service Network, LLC, FSC Securities Corporation, The First Tampa Securities Group, Inc., Interstate Securities Corporation, CIBC Wood Gundy Securities Corp., and The Stuart-James Company, Inc. Wallace Edward Sutton has a wide range of experience in the financial services industry and has been involved in various financial activities, including real estate investments, owning and operating a few different businesses, and volunteering as a guest speaker at Florida State University.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
NC
01/12/2024 - Present
Cornerstone Wealth (HUNTERSVILLE NC)
FL
09/11/2020 - 12/04/2023
PURSHE KAPLAN STERLING INVESTMENTS (Tampa FL)
FL
01/05/1990 - 09/15/2020
SECURITIES SERVICE NETWORK, LLC (TAMPA FL)
GA
03/08/1989 - 01/16/1990
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
03/21/1988 - 12/31/1988
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
10/02/1985 - 03/22/1988
THE FIRST TAMPA SECURITIES GROUP, INC.
NA
04/15/1985 - 06/20/1985
INTERSTATE SECURITIES CORPORATION
NA
04/30/1984 - 04/12/1985
CIBC WOOD GUNDY SECURITIES CORP.
NA
03/09/1984 - 03/27/1984
THE STUART-JAMES COMPANY, INC.
BC
Issued 05/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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