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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 Christopher Burchett is a financial advisor with Ameriprise Financial Services, LLC in Shenandoah, Texas. Stephen has been in the financial industry since 1994. Stephen is registered with the state of Texas as an investment advisor representative. Stephen has also been registered with IDS Life Insurance Company in the past. Stephen is a Series 7, Series 24, and Series 63 licensed financial advisor. Stephen is a licensed financial advisor in several states including, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nebraska, New Mexico, North Carolina, Oklahoma, Tennessee, Texas, Virginia, Washington and Wisconsin. Stephen specializes in asset allocation, financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Stephen also owns a commercial real estate property.
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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TX
05/09/1994 - Present
Ameriprise Financial Services, LLC (Shenandoah TX)
MN
05/09/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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