Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Luby is an investment advisor representative with Retirement Planners Of America in PLANO, TX. Stephen has been in the industry since January 2010. Stephen is registered with the state of Texas. Previously, Stephen was with NYLIFE SECURITIES LLC in LITTLE ROCK, AR. Stephen is licensed with Series 6, Series 7, Series 24, Series 63 and SIE exams. Stephen specializes in Financial Planning and Portfolio Management for Individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
05/31/2022 - Present
Retirement Planners OF America (PLANO TX)
AR
01/21/2010 - 05/26/2022
NYLIFE SECURITIES LLC (LITTLE ROCK AR)
BOTH
Issued 08/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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