Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Louise Stevens has been in the financial services industry since February 2, 1992. Roberta is currently registered with Raymond James Financial Services, Inc., and has been with the firm since January 4, 1999. Prior to that, Roberta worked at ROBERT THOMAS SECURITIES, INC, Edward D. Jones & Co., L.P., and MATHEWS, HOLMQUIST & ASSOCIATES, INC.. Roberta is licensed to conduct business in Arizona, California, Florida, Illinois, Indiana, Texas, Wisconsin and Wyoming.
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.
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.
1
2
IL
01/04/1999 - Present
Raymond James Financial Services, Inc. (PARK RIDGE IL)
FL
06/05/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
11/11/1992 - 06/24/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NA
03/03/1992 - 11/16/1992
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
CO
02/03/1992 - 03/13/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 01/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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