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MS

Michael D. Stewart

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CRD#: 1079440
MS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Daniel Stewart SR, who also goes by Michael Daniel Stewart, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1982. Michael had worked at 7 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Daniel Stewart

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 21, 1991 - December 9, 1992

EASTBROKERS NORTH AMERICA, INC.

BD
CRD#: 10673
Past

October 12, 1989 - February 14, 1991

INTEGRATED FINANCIAL PLANNING SERVICES

BD
CRD#: 17935
Past

August 10, 1988 - October 4, 1989

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
Past

August 10, 1988 - October 4, 1989

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

December 23, 1987 - August 29, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

August 17, 1987 - December 24, 1987

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420
Past

January 19, 1987 - October 21, 1987

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

July 2, 1984 - January 28, 1987

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
Past

November 24, 1982 - February 19, 1985

EASTBROKERS NORTH AMERICA, INC.

BD
CRD#: 10673

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/18/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


EN
EASTBROKERS NORTH AMERICA, INC.
EASTBROKERS NORTH AMERICA, INC. | ROBERT PHILLIP SASS | FPS-EUROPE, INC. | FINANCIAL PLANNING SERVICES - INTERNATIONAL, INC. | F.P.S.-EUROPE

CRD#: 10673 / SEC#: , 8-29729

BD
Terminated by SEC on 01/31/1999
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/26/1982
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EASTBROKERS NORTH AMERICA, INC.

CRD#: 10673

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