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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 Vallender is a financial advisor who has been in the industry since 2003. Stephen has a wide range of experience with Consolidated Portfolio Review Corp., Western International Securities, Inc., and Financial West Group. Stephen has a strong background in financial planning, portfolio management, and pension consulting. Stephen is also a Certified Financial Planner. Stephen is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Stephen's current employer is Consolidated Portfolio Review Corp.
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.
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2
AZ
09/09/2022 - Present
Consolidated Portfolio Review Corp. (Prescott Valley AZ)
NV
08/21/2017 - 09/08/2022
WESTERN INTERNATIONAL SECURITIES, INC. (Henderson NV)
NV
05/12/2008 - 08/21/2017
FINANCIAL WEST GROUP (HENDERSON NV)
NV
09/10/2003 - 01/03/2007
METLIFE SECURITIES INC. (LAS VEGAS NV)
NV
09/10/2003 - 01/03/2007
METROPOLITAN LIFE INSURANCE COMPANY (LAS VEGAS NV)
MN
07/30/2003 - 08/07/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/30/2003 - 08/07/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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