Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Daigle is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Stephen has been in the industry since May 2009 and has experience with a variety of firms, including LPL Financial LLC, GWN Securities, Inc. and PFS Investments, Inc. Stephen is licensed to provide financial advice in multiple states, including Mississippi, Texas, California, Florida, New York, Ohio, and Pennsylvania.
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.
Solicitation fees from 3rd party money managers
1
2
MS
08/29/2024 - Present
Cambridge Investment Research Advisors, Inc. (Ocean Springs MS)
MS
07/27/2020 - 12/06/2023
LPL FINANCIAL LLC (OCEAN SPRINGS MS)
MS
06/10/2016 - 12/31/2019
GWN SECURITIES INC. (MOSS POINT MS)
MS
03/28/2008 - 06/10/2016
PFS INVESTMENTS INC. (HATTIESBURG MS)
IA
Issued 01/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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