Wendell Stewart (CRD# 1300285) is an Investment Advisor Representative working at Executive Financial Services, Inc. in Windham, NH and has over 39 years of experience in the finance industry. Wendell Stewart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4046712
Stonehearth Capital Management
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 4689919
Abraham, Robert Ralph Jr
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Executive Financial Services,inc. | Windham, NH | Jan 1988 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1984 |
- MA
- NH
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts85ACCOUNTS
-
Average Account Value$141,176
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NH
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