Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Blakely Turner is an investment advisor representative, licensed to provide investment advice in multiple states. Stephen has been in the financial services industry since 1994. Stephen is currently affiliated with LPL Financial LLC, where they provide financial planning, portfolio management, and other advisory services. Before joining LPL Financial LLC, Stephen worked at WELLS FARGO CLEARING SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Stephen is committed to 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.
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
GA
03/07/2022 - Present
LPL Financial LLC (ATLANTA GA)
GA
12/20/2002 - 03/09/2022
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
NY
03/03/2000 - 12/17/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
09/01/1994 - 03/22/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 07/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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