Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McCraw is a financial advisor at Centaurus Financial, Inc. Stephen has been in the industry since 1987. Stephen is a registered representative in Mississippi and Louisiana and has passed the Series 6, Series 26, Series 63, and Series 65 examinations. Stephen has also held previous roles at LPL Financial LLC, Eagle One Investments, LLC, ING Financial Partners, Inc., Locust Street Securities, Inc., Washington Square Securities, Inc., Titan/Value Equities Group, Inc., InterSecurities, Inc., Walnut Street Securities, Inc., and NML Equity Services, Inc. Stephen specializes in providing financial planning, portfolio management, and educational seminars. Stephen is also a licensed insurance agent and provides fixed insurance and fixed annuities.
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
CA
02/02/2015 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
MS
10/05/2012 - 01/12/2015
LPL FINANCIAL LLC (LAUREL MS)
MS
02/24/2005 - 10/16/2012
EAGLE ONE INVESTMENTS, LLC (LAUREL MS)
CT
01/01/2004 - 03/11/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
02/01/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CT
01/30/1998 - 01/29/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
08/12/1997 - 01/26/1998
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CT
02/07/1996 - 07/31/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
FL
06/13/1994 - 02/07/1996
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
03/03/1988 - 05/24/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
07/17/1987 - 02/09/1988
NML EQUITY SERVICES, INC.
BC
Issued 08/24/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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