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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 Calder is a financial advisor registered with Steward Partners Investment Advisory, LLC. Stephen Calder has over 19 years of experience in the financial services industry and is registered to provide investment advice in 18 states. Stephen Calder has experience with UBS Financial Services Inc., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, and Ensign Wealth Partners LLC. The firm is headquartered in New York, NY and manages over $20 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Stephen Calder offers financial planning, portfolio management, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
UT
06/24/2024 - Present
Steward Partners Investment Advisory, LLC (CENTERVILLE UT)
UT
09/12/2008 - 04/11/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FARMINGTON UT)
UT
04/23/2004 - 09/29/2008
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
BOTH
Issued 4/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/14/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/7/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 4/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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