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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 Sear is a financial advisor with Choreo, LLC, a firm with headquarters in Rockford, Illinois. Stephen has been in the financial services industry since 2002. Stephen has experience with a variety of firms, including Morgan Stanley and Citigroup Global Markets Inc. Stephen is registered with the state of California and Nevada. Stephen specializes in providing financial planning, investment management, and retirement planning services to a diverse clientele, including individuals, businesses, and charitable organizations.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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NV
01/27/2023 - Present
Choreo, LLC (Reno NV)
NV
06/01/2009 - 01/28/2020
MORGAN STANLEY (RENO NV)
NV
11/13/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RENO NV)
NV
06/05/2002 - 11/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RENO NV)
BOTH
Issued 08/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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