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William Armitage Stewart

PCE Investment Bankers, Inc.

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About William Armitage Stewart

William Armitage Stewart is a financial professional with over 16 years of experience in the securities industry. William holds a Series 7, Series 24, Series 79, and Series 99TO license and is a registered representative of PCE Investment Bankers, Inc. William is also a registered investment advisor representative with PCE Investment Bankers, Inc. in Florida. William's professional experience includes investment banking and operations. William is committed to providing his clients with the highest level of service and expertise.

Firm Information

William Stewart is currently registered with PCE Investment Bankers, Inc.. PCE Investment Bankers, Inc. is a Florida-based corporation formed on July 1, 1997. They are registered with the SEC and the state of Florida.

Not reported

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Stewart’s Registration & Firm History

FL

09/21/2006 - Present

PCE Investment Bankers, Inc. (WINTER PARK FL)

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Licenses & Designations

BC

Issued 11/21/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Armitage Stewart.
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