Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Clay Holbrook is a financial advisor with Fifth Third Securities, Inc. Stephen has been in the financial industry since 2003 and is registered with the state of Kentucky. Stephen has experience with a variety of financial products and services, including securities, investment advisory, and financial planning. Stephen has a Series 7 and Series 66 license, along with the SIE exam. Stephen also has the Certified Financial Planner designation. Stephen's office is located in Louisville, Kentucky.
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.
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.
Sponsor wrap fee program
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
KY
06/11/2007 - Present
Fifth Third Securities, Inc. (LOUISVILLE KY)
FL
02/05/2003 - 09/09/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Holbrook is the right advisor for you? Invested Better is here to help.
