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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McClelland is a financial advisor with Edward Jones, a firm with over 19,000 licensed agents and over $824 Billion in regulatory assets under management. Stephen has been in the securities industry since 1993 and has been with Edward Jones since 2006. Stephen's specializations include Retirement Planning, College Savings, Estate Planning, Business Succession Planning, and Income Planning. Stephen is registered with the Securities and Exchange Commission (SEC) and is also registered to provide investment advice in Florida and Texas.
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.
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.
See schedule d - miscellaneous
1
2
FL
12/11/2018 - Present
Edward Jones (TALLAHASSEE FL)
IA
05/01/1998 - 10/07/1998
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
OH
05/07/1993 - 01/06/1998
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 05/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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