CS
ChFC
CS
ChFC

Charles Stewart

49 Years of Experience
Wentzville, MO
BrokerSells Insurance

Charles Stewart is a ChFC-designated registered investment advisor, based in Wentzville, MO, with 49 years of industry experience.

Location

Wentzville, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Charles works as an independent insurance agent for various independent insurance agencies and companies, dedicating minimal time to this activity. He also works as an advisory representative of an RIA, spending full-time hours in this role.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2024 - Present · 1 yr 9 mos
Cambridge Investment Research, INC.Broker
August 2024 - Present · 1 yr 9 mos
Cambridge Investment Research, INC.
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - August 2024 · 1 yr 2 mos
Cetera Advisor Networks LLCBroker
September 2013 - August 2024 · 10 yrs 11 mos
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
April 2006 - September 2013 · 7 yrs 5 mos
Walnut Street Securities, INC.Broker
March 2003 - September 2013 · 10 yrs 6 mos
The O.N. Equity Sales CompanyBroker
January 1993 - March 2003 · 10 yrs 2 mos
Equity Services, INC.Broker
May 1976 - January 1993 · 16 yrs 8 mos
State Registrations13 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.