Lamont Stewart
Financial Advisor at Cetera Advisors LLC
- Role
- Financial Advisor at Cetera Advisors Llc
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
About Lamont Stewart
Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Securities, Investment Advisory, Mutual Funds, Fixed Annuities, and Asset Allocation. Strong finance professional with a Masters in Business Finance and undergraduate degree in Engineering from University of Toledo.
Experience
Financial Advisor
Jan 2011 — Present · Toledo, OH, US
Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker dealer and Registered Investment Advisor.3459 W. Central Ave, Suite 332, Toledo, Ohio 4••••••••@ceteraadvisors.com
Education
University of Toledo
Bachelor of Science (BS)
University of Findlay
Master of Business Administration (MBA)
University of Toledo
Bachelor of Arts (B.A.)
Skills
- Investment Advisory
- Securities
- Strategic Financial Planning
- Asset Management
- Investments
- Retirement Planning
- Alternative Investments
- Financial Advisory
- Asset Allocation
- Investment Strategies
- Wealth Management
- Portfolio Management
- Mutual Funds
- Fixed Annuities
- Estate Planning
- Equities
- Retirement
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