Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Dane Hardee is an active investment advisor with a Series 7 and Series 66 licenses. Stephen has been in the industry for 8 years and is currently registered with Equitable Advisors, LLC. Stephen is a registered investment advisor in Arizona, California, Connecticut, Florida, Georgia, Maine, Massachusetts, Minnesota, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Rhode Island, South Carolina, Texas, Virginia, and Washington. Stephen specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Stephen has previously been registered with OSAIC FA, INC. and Lincoln Financial Advisors Corporation.
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
MA
08/20/2024 - Present
Equitable Advisors, LLC (WELLESLEY MA)
MA
05/22/2019 - 08/20/2024
OSAIC FA, INC. (BOSTON MA)
MA
04/11/2016 - 04/30/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (BOSTON MA)
BOTH
Issued 06/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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