Oliver StewartCRD Number: 5588362
Current Firm: Msi Financial Services, Inc.
Oliver Stewart (CRD# 5588362) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Omaha, NE and has over 8 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Metlife Securities, Inc.||Overland Park, KS||Sep 2008 - Current||8|
|Prc||Omaha, NE||Jan 2007 - Current||10|
|Abj Midwest Properties||Papillion, NE||Oct 2005 - Sep 2008||2|
|Unemployed||Papillion, NE||Oct 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV