Unclaimed
Abigail Buchanan is a financial advisor with Stephens. Abigail is a licensed financial advisor with over 20 years of experience in the financial services industry. Abigail has a Series 7 and Series 63 license and also holds the SIE certification. Abigail is registered to provide investment advice in Arkansas, Florida and Kansas. Prior to joining Stephens, Abigail was employed by William R. Hough & Co. in St. Petersburg, FL and Salomon Smith Barney Inc. and Salomon Brothers Inc., both located in New York, NY. Abigail specializes in portfolio management for individuals and businesses, financial planning, educational seminars, pension consulting and selection of other advisers. Abigail is dedicated to providing her clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
04/05/2004 - Present
Stephens (ST PETERSBURG FL)
FL
05/24/1999 - 02/27/2004
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
NY
09/01/1998 - 03/25/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/01/1998 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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