Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Knudson is a financial advisor who has been in the industry since 1993. Stephen is a registered representative with Stifel, Nicolaus & Company, Inc. and has offices in Billings, MT. Stephen has a strong background in financial services and has worked for several firms including Morgan Stanley and Citigroup Global Markets Inc. Stephen is also a Certified Financial Planner. Stephen is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MT
07/18/2013 - Present
Stifel, Nicolaus & Company, Inc. (BILLINGS MT)
MT
06/01/2009 - 08/07/2013
MORGAN STANLEY (BILLINGS MT)
MT
09/08/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BILLINGS MT)
MT
07/22/1993 - 09/09/1993
D.A. DAVIDSON & CO. (GREAT FALLS MT)
IA
Issued 10/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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