Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Grove Stewart III is a financial advisor with over 35 years of experience in the financial services industry. William has a broad range of experience in the financial services industry, with previous roles at Janney Montgomery Scott LLC, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Donaldson, Lufkin & Jenrette Securities Corporation, Smith Barney Inc. and Kidder, Peabody & Co. Incorporated. William holds the Series 63, Series 65, Series 7 and SIE licenses. Currently, William is registered with Raymond James & Associates, Inc. in Maryland, Pennsylvania, and Texas.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MD
03/31/2022 - Present
Raymond James & Associates, Inc. (Annapolis MD)
PA
05/11/2009 - 02/24/2022
JANNEY MONTGOMERY SCOTT LLC (BRYN MAWR PA)
PA
02/21/2006 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
01/02/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
08/26/1997 - 01/10/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
01/03/1995 - 08/22/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
06/24/1986 - 01/17/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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