Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Memery is an Investment Advisor Representative at Iconic Wealth Management. Stephen has been in the industry for over 20 years and is dedicated to providing clients with personalized financial advice and guidance. Stephen has a strong background in financial planning, portfolio management, and investment strategies. He has a series of certifications and licenses including Series 7, Series 63, and Series 65. In addition to working with Iconic Wealth Management, Stephen has held previous positions at Next Financial Group, Inc., NYLIFE Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., SunTrust Securities, Inc., Crestar Securities Corporation, LM Financial Partners, Inc., First Union Brokerage Services, Inc. and Prudential Securities Incorporated.
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.
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.
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VA
03/28/2017 - Present
Iconic Wealth Management (Alexandria VA)
TX
04/27/2005 - 12/02/2005
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
NY
11/18/2004 - 05/13/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
09/05/2003 - 07/26/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/24/2000 - 09/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
05/26/2000 - 11/06/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
11/10/1999 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
LA
07/13/1999 - 11/11/1999
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
NC
03/19/1999 - 06/23/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
06/23/1997 - 02/04/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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