Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sage Stewart is a registered representative and investment advisor representative with Kestra Advisory Services, LLC. William has been in the financial services industry since 2004 and holds Series 6, 7, 63 and 66 securities licenses as well as the SIE exam. William has previously worked at Commonwealth Financial Network, Securities America, Inc., Foothill Securities, Inc., and Cetera Advisor Networks LLC. William provides financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors. William is also a board member of George Sage Corporation and the owner of Mighty Quinn, a health insurance business, and Farmer Ave, a real estate business.
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.
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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TX
05/02/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
AZ
12/04/2019 - 05/03/2024
COMMONWEALTH FINANCIAL NETWORK (SCOTTSDALE AZ)
NM
12/08/2016 - 11/29/2019
SECURITIES AMERICA, INC. (Rio Rancho NM)
NM
05/05/2015 - 12/08/2016
FOOTHILL SECURITIES, INC. (Rio Rancho NM)
NM
11/12/2004 - 05/01/2015
CETERA ADVISOR NETWORKS LLC (RIO RANCHO NM)
BOTH
Issued 11/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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