Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Lamar Reddrick is a registered investment advisor representative with Next Financial Group, Inc., a firm with over 3500 advisors and over 17,000 client accounts. Stefan has been in the industry since 1998 and has worked for firms such as Wachovia Securities Financial Network, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Salomon Smith Barney Inc. Stefan is registered in 32 states and holds the Series 7, Series 24, Series 63 and Series 65 licenses. Stefan's firm, Next Financial Group, Inc., offers a variety of services including financial planning, portfolio management, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
CA
12/22/2023 - Present
Next Financial Group, Inc. (NEWPORT BEACH CA)
MO
04/10/2001 - 03/04/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NY
03/31/1999 - 06/05/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/20/1998 - 02/24/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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