Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Charles Boyle is a financial professional with over 20 years of experience in the industry. Stephen is registered as a securities agent in Colorado, Connecticut and New York. Stephen is also a registered investment advisor in Connecticut and New York. Stephen holds the Series 6 and Series 63 licenses as well as the SIE. Stephen currently works for State Farm Investment Management Corp. in Bridgeport, Connecticut and also has a separate insurance agency called Stephen Boyle's Insurance Agency. Stephen Boyle is a Chartered Financial Consultant.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
CT
01/04/2022 - Present
State Farm Investment Management Corp. (Bridgeport CT)
BC
Issued 09/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Boyle is the right advisor for you? Invested Better is here to help.
