Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Carl Halstead is a financial advisor in Richmond, VA with over 19 years of experience in the industry. Stephen Carl Halstead is currently registered with Bankers Life Advisory Services, Inc., which is a firm based in Chicago, IL. Stephen Carl Halstead has been with Bankers Life Advisory Services, Inc. for approximately 6 years. Prior to that, Stephen Carl Halstead was with PROEQUITIES, INC. in RICHMOND, VA. Stephen Carl Halstead specializes in advising individuals, high-net-worth individuals and pension and profit-sharing plans. Stephen Carl Halstead's primary registration is as an investment advisor representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Non-discretionary investment consulting services
1
2
VA
04/10/2017 - Present
Bankers Life Advisory Services, Inc. (Richmond VA)
VA
04/01/2011 - 05/26/2016
PROEQUITIES, INC. (RICHMOND VA)
IL
01/12/2005 - 12/31/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHICAGO IL)
TX
06/10/2002 - 02/14/2005
AFS BROKERAGE, INC. (AUSTIN TX)
IN
03/08/2001 - 06/10/2002
CONSECO SECURITIES, INC. (CARMEL IN)
IN
04/25/2000 - 12/22/2000
CONSECO SECURITIES, INC. (CARMEL IN)
BOTH
Issued 07/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Halstead is the right advisor for you? Invested Better is here to help.
