Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Clarke Jones is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100,000 clients and $100 billion in assets under management. Stephen has been in the financial services industry since 2015, working previously with VOYA Financial Advisors, Inc. Stephen is a Certified Financial Planner and holds licenses for both securities and investment advising. Stephen is dedicated to providing clients with personalized financial advice and has a strong commitment to serving the community. Stephen is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Indiana, Iowa, Kansas, Kentucky, Louisiana, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, North Dakota, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Vermont, and Virginia.
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.
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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2
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (NORMAN OK)
OK
10/14/2015 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NORMAN OK)
IA
Issued 12/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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