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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stephenson is an Investment Advisor Representative at Integrated Advisors Network LLC. Jeffrey Stephenson has been in the financial industry for over 28 years. Jeffrey Stephenson is currently registered with Integrated Advisors Network LLC and is licensed to provide investment advice in California. Previously, Jeffrey Stephenson was registered with Presidio Securities, Inc. Jeffrey Stephenson is a licensed and experienced financial professional with expertise in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
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.
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TX
10/15/2019 - Present
Integrated Advisors Network LLC (DALLAS TX)
VA
05/02/1991 - 09/09/1998
PRESIDIO SECURITIES, INC. (LEXINGTON VA)
IA
Issued 07/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/23/1993
Series 24 - General Securities Principal Examination
BC
Issued 12/23/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/23/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
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