Unclaimed
Whitney Lawrence Stewart is a Registered Representative and Investment Advisor Representative at Sterling Capital Management LLC. Whitney has been in the securities industry for over 15 years and has been registered in North Carolina since 2018. Whitney has passed several industry exams including the Series 7, Series 66 and the SIE Exam. Whitney has a background with several notable financial companies including IDS Life Insurance Company, Ameriprise Financial Services, Inc. and AMG Distributors, Inc. Whitney is also registered as an Investment Advisor Representative in Pennsylvania.
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.
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.
Strategic management for diversified investment portfolios.
Wrap & model programs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
10/05/2018 - Present
Sterling Capital Management LLC (Charlotte NC)
CT
06/13/2018 - 08/23/2018
AMG DISTRIBUTORS, INC. (STAMFORD CT)
NC
07/25/2005 - 08/28/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
MN
07/25/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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