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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Boyd Namy is a financial advisor with Ameriprise Financial Services, LLC. Stephen Boyd Namy has been in the financial industry for over 20 years, with experience at Ameriprise Financial Services, LLC and Investment Professionals, Inc. Stephen Boyd Namy holds FINRA Series 6, 7, 63, 66 and SIE licenses. Stephen Boyd Namy is registered with the state of Texas as an Investment Advisor Representative. Stephen Boyd Namy is also registered in 18 other states as a broker.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
06/22/2018 - Present
Ameriprise Financial Services, LLC (Fort Worth TX)
TX
06/29/2005 - 09/25/2018
INVESTMENT PROFESSIONALS, INC. (Southlake TX)
IA
05/07/2002 - 07/21/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 09/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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