Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Daste is an investment advisor representative with Edward Jones. Stephen has been working in the financial industry since May 8, 1993. Stephen has a wide range of experience, having worked with several firms including Raymond James & Associates, Inc. and FFC Capital Advisors, LLC. Stephen is registered in several states including Kentucky, Louisiana and Maryland. He offers a variety of financial services, including financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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
LA
10/28/2022 - Present
Edward Jones (Carencro LA)
LA
03/21/2018 - 10/25/2022
RAYMOND JAMES & ASSOCIATES, INC. (NEW ORLEANS LA)
LA
12/16/2011 - 03/02/2018
FFC CAPITAL ADVISORS, LLC (NEW ORLEANS LA)
LA
01/09/2007 - 04/19/2012
WFG INVESTMENTS, INC. (NEW ORLEANS LA)
LA
07/28/2006 - 12/19/2006
FSC SECURITIES CORPORATION (NEW ORLEANS LA)
LA
08/23/2001 - 11/30/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
LA
01/01/1996 - 08/14/2001
DORSEY & COMPANY, INC. (NEW ORLEANS LA)
NY
10/26/1992 - 10/26/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
LA
07/19/1991 - 11/12/1991
SISUNG SECURITIES CORPORATION (NEW ORLEANS LA)
IA
Issued 04/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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