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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 Charles Christenson is a financial advisor at Raymond James & Associates, Inc. based in St. Petersburg, Florida. Stephen has over 20 years of experience in the financial services industry. Prior to joining Raymond James & Associates, Inc., Stephen worked at T. Rowe Price Investment Services, Inc. and CSFBDIRECT, Inc. Stephen holds several licenses, including Series 4, 7, 24, 57, and 63. Stephen specializes in a variety of areas including insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
04/03/2007 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/23/2001 - 04/03/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
NJ
08/10/2000 - 05/15/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 57 - Securities Trader Exam
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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