Stewart-Peterson Advisory Group

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Note: The following information has not been updated by the vendor since 08/28/01.

Address:	137 S. Main St.
	West Bend, WI 53095
Phone # for sales:	800 334 9779
Additional Phone #:	262 334 9779
Fax:	262 334 6225
Website:	www.stewart-peterson.com
Click link to request additional product information.
E-mail address:	info@stewart-peterson.com

CATEGORY: BROKERAGES

General Information | Account Information | Features | Additional Comments

General Information TOP

Brokerage name: Stewart-Peterson Advisory Group

Minimum account size: < $1000

Base commission rates: $70-$80

Brief explanation of margin rates, if applicable:

margins are set by clearing firm. subject to change

This brokerage has been in business for: 15-20 years

Primary type of broker: Trading Strategy

Brief description of services offered:

one-on-one help with trading. fundamental and technical analysis provided. support and educational materials available on-line. market quotes provided on website.

Account Information TOP

Types of trading accounts offered:

Full Service

Customers online account information is updated: N/A

Types of trades offerered:

Options
Futures

Other trade types: N/A

Types of quotes offered to customers:

Delayed Data

Execution methods offered: N/A

Exchanges covered:

CBOE-Chicago Board Options Exchange
CBOT-Chicago Board of Trade
CME-Chicago Mercantile Exchange
CSCE-Coffee Sugar & Cocoa Exchange, Inc.
MidAm-Mid-America Commodity Exchange
Minneapolis Grain Exchange
NASDAQ
NYCE-New York Cotton Exchange
NYMEX & COMEX-New York Mercantile Exchange

Setup or initial costs to set up an account: N/A

Features TOP

Types of services offered to customers:

Technical Analysis
Fundamental Analysis
Basic -charts & graphs

Ways customers can access their trading account:

Internet
Telephone
Broker
Mail

Allow stop, limit, and stop limit orders? Yes

Charge extra for stop, limit, and stop limit orders: No

Offer 24 hour customer support: No

Offer tax planning advice: No

Additional Comments TOP

Special features included in the service are:

Many customers feel that they receive better individual assistance when working with broker/advisors at Stewart-Peterson. Stewart-Peterson Advisory Group isn't interested in trying to get the highest volume of trades from each customer, but would rather sustain a longer term relationship, thus watching out for the customer's best interests. Risk management and strategy is stressed rather than trying to outguess market moves.

This broker's service is better than the competition in these areas:

The customer is treated with respect, not refered to as just another number. Education about markets and strategies is provided free.

Types of security precautions taken for customers:

Account numbers are assigned to each customer. Each account is accessed while customer is on the telephone. No customer information is sold to other vendors or advertisement agencies. All customer information is kept confidential.

Communications during systems failures has been assured through:

telephone, e-mail, or fax.

The major plans for upgrading the current level of trading service are as follows:

Soon on line trading may be available through Stewart-Peterson. For now trading is done by calling directly to a waiting broker.

General Information | Account Information | Features | Additional Comments

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