Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Gonzalez-llanes is a registered representative with Wells Fargo Clearing Services, LLC. Stephan has been in the securities industry since July 2005. Stephan's current registrations include Florida and Texas. Prior to joining Wells Fargo Clearing Services, LLC Stephan worked for J.P. Morgan Securities LLC. Stephan is also registered as an Investment Advisor Representative in Florida and Texas.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
01/10/2018 - Present
Wells Fargo Clearing Services, LLC (MIAMI FL)
FL
10/01/2012 - 04/08/2015
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
04/13/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
FL
05/04/2009 - 03/25/2011
NEXT FINANCIAL GROUP, INC. (CORAL GABLE FL)
FL
07/07/2005 - 05/01/2009
SOUTHERN TRUST SECURITIES, INC. (CORAL GABLES FL)
FL
07/07/2005 - 07/07/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 08/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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