Stewart Davis
Financial Advisor at Westshore Financial Group
- Role
- Financial Advisor at Westshore Financial Group, Inc.
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Stewart Davis
Westshore Financial Group is a General Agency of The Guardian Life Insurance Company of…
Experience
Financial Advisor
Westshore Financial Group, Inc.
Feb 2025 — Present
Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. WESTSHORE FINANCIAL GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0K70858. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
The American College
CLU
Skills
- Asset Management
- Long-Term Care
- Estate Planning
- Investments
- Series 7
- Strategic Financial Planning
- Employee Benefits
- Insurance
- Disability Insurance
- Health Insurance
- 401(K)
- Mutual Funds
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