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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 Douglas Black is an investment advisor representative at McManus Cooper, a firm headquartered in Irvine, CA. Stephen has been in the financial services industry since 2000. Stephen has a wide range of experience in the financial services industry, including working with individuals, families, and businesses. Stephen is registered to provide investment advice in 16 states, including Alabama, Arizona, Arkansas, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Missouri, North Carolina, Ohio, Oklahoma, South Carolina, Texas and a few others. Stephen holds a Series 66, Series 63, Series 7, and SIE licenses.
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.
Solicitor/referral fees
1
2
KS
05/01/2024 - Present
McManus Cooper (Overland Park KS)
KS
10/02/2017 - 05/01/2024
SECURITIES AMERICA, INC. (OVERLAND PARK KS)
KS
09/01/2016 - 10/05/2017
SUMMIT BROKERAGE SERVICES, INC. (LEAWOOD KS)
KS
09/23/2008 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (LEAWOOD KS)
KS
07/02/2007 - 09/23/2008
BROKER DEALER FINANCIAL SERVICES CORP. (LEAWOOD KS)
TN
10/05/2000 - 07/02/2007
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
BOTH
Issued 12/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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