Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Stewart is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with LPL Financial LLC and has been serving clients in the Troy, Michigan area since 2020. Prior to joining LPL Financial LLC, William worked for Royal Alliance Associates, Inc. and Rehmann Financial Network, LLC. William holds Series 6, 7, 24, 63 and 65 licenses as well as the SIE designation. William Stewart is a Chartered Financial Consultant and is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
10/05/2020 - Present
LPL Financial LLC (TROY MI)
MI
02/26/2010 - 10/07/2020
ROYAL ALLIANCE ASSOCIATES, INC. (TROY MI)
MI
01/20/2017 - 04/12/2017
REHMANN FINANCIAL NETWORK, LLC (LANSING MI)
MI
10/01/2007 - 02/26/2010
TRIAD ADVISORS, INC. (TROY MI)
MI
01/02/2003 - 10/02/2007
MUTUAL SERVICE CORPORATION (TROY MI)
GA
10/26/1995 - 01/03/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
OH
10/10/1992 - 11/02/1995
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
11/08/1989 - 09/28/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/08/1989 - 09/28/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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