Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Brooke Stewart is a registered representative of Osaic Wealth, Inc. based in LAKE CHARLES, LA. Whitney has been in the securities industry since 2011 and has worked for both Woodbury Financial Services, Inc. and Chase Investment Services Corp. in the past. Whitney is licensed in Louisiana and has passed the Series 6, 7, 63, and 66 exams. Whitney also provides administrative assistance for Butch Ferdinansen in LAKE CHARLES, LA.
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.
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
LA
01/19/2024 - Present
Osaic Wealth, Inc. (LAKE CHARLES LA)
LA
11/17/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LAKE CHARLES LA)
LA
05/09/2011 - 10/06/2011
CHASE INVESTMENT SERVICES CORP. (LAKE CHARLES LA)
BOTH
Issued 06/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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