Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McNear is a financial advisor with over 20 years of experience in the industry. Stephen is currently registered with LPL Financial LLC and is located in Lutherville, Maryland. Prior to this, Stephen worked at OSAIC FA, INC., Amerprise Financial Services, LLC, and several other firms. Stephen offers a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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
MD
08/14/2024 - Present
LPL Financial LLC (LUTHERVILLE MD)
MD
07/01/2020 - 08/15/2024
OSAIC FA, INC. (Lutherville MD)
MD
12/18/2014 - 08/17/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Hunt Valley MD)
MD
11/10/2006 - 08/04/2011
SIGNAL HILL CAPITAL GROUP LLC (BALTIMORE MD)
MO
06/28/2000 - 10/20/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/13/2001 - 02/16/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
11/29/1999 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
06/14/1999 - 09/07/1999
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
12/23/1994 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BC
Issued 06/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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