Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Holmes Stewart is a financial advisor with over 35 years of experience in the industry. William has a strong track record of success in providing comprehensive financial advice to individuals and families. William is currently registered with Capitol Securities Management, Inc. and is licensed to offer investment advice in 20 states. Before joining Capitol Securities Management, Inc. William was with Wood (Arthur W.) Company, Inc. and Janney Montgomery Scott LLC. William is committed to providing personalized financial guidance that helps clients achieve their financial goals. William is also committed to providing excellent customer service and building strong relationships with clients.
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
MA
11/03/2023 - Present
Capitol Securities Management, Inc. (Boston MA)
MA
09/29/2009 - 10/31/2023
WOOD (ARTHUR W.) COMPANY, INC. (BOSTON MA)
MA
06/19/2000 - 10/08/2009
JANNEY MONTGOMERY SCOTT LLC (BOSTON MA)
NY
11/02/1995 - 06/26/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
09/24/1987 - 10/25/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 06/05/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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