Securities America Advisors, Inc
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About this Advisor
Daniel Stewart is a financial advisor operating in Shawnee, Kansas with 6 years of industry experience. Stewart works at Securities America Advisors, Inc. Over the course of their career, they have held roles at Self Employed - Dan Stewart, Vsr Financial Services, Inc, Vsr Advisory Services, Professional Financial Concepts, LLC, Summit Brokerage Services, Inc, Summit Financial Group, Inc, Securities America, Inc and Securities America Advisors. Stewart has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Kansas and Texas. Securities America Advisors, Inc is a registered investment firm that has its headquarters in La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 financial advisors. It controls $38 billion in assets between its 200,228 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves five charitable organizations. Of its 200,228 client accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules depend on which service is provided. Fees charged by Securities America Advisors, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
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Securities America Advisors, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Stewart Work History
Daniel has been registered as a financial advisor for 6 years.*
Securities America, Inc
Securities America Advisors
Professional Financial Concepts, LLC
Self Employed - Dan Stewart
Summit Brokerage Services, Inc
Summit Financial Group, Inc
Vsr Advisory Services
Vsr Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Daniel Stewart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Securities America Advisors, Inc
East Hartford, CT
La Vista, NE
Costa Mesa, CA
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