Unclaimed
Stephen Daniel Layton is a financial advisor in ST. LOUIS, MO. Stephen is registered with Nisa Investment Advisors, LLC. Stephen has 1 product exam: the Series 3 National Commodity Futures Examination. Stephen is a Chartered Financial Analyst. Stephen has been in the industry for 4 years. Stephen has been registered as an investment advisor representative since 2021. Stephen previously worked at Willis Towers Watson in Clayton, MO and NISA Investment Advisors, LLC in Clayton, MO.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Other appropriate measure of program size
1
2
MO
04/20/2021 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
BC
Issued 05/15/2021
Series 3 - National Commodity Futures Examination
Active
Inactive
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