Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Arthur Blunt is a financial advisor who has been in the industry for over 15 years. Stephen is a registered representative of Raymond James Financial Services Advisors, Inc., where he has been employed since May 2013. Prior to joining Raymond James, Stephen worked at Edward Jones from September 2007 to May 2013. Stephen holds the Series 7, 9, 10, 66 and SIE licenses and is a Certified Financial Planner. Stephen is registered with the state of Texas and California to provide both securities and investment advisory services. Stephen provides a variety of financial planning services to individual clients, including portfolio management, financial planning, and pension consulting. Stephen is committed to providing personalized advice and helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
10/24/2016 - Present
Raymond James Financial Services Advisors, Inc. (ANAHEIM CA)
CA
09/27/2007 - 05/09/2013
EDWARD JONES (LA MIRADA CA)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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