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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 Dudley Jans is an investment advisor representative with Kestra Advisory Services, LLC, a firm that provides investment advisory services. Stephen has been in the financial services industry since 1996 and holds Series 6, 63, and 65 licenses as well as the SIE exam. Stephen is registered with the state of Texas and Minnesota and has been with Kestra Advisory Services since 2016. Stephen also has experience with NFP Securities and Kestra Investment Services. Stephen provides investment and insurance advice to clients and prospects.
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.
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
TX
07/27/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MN
02/03/2004 - 09/06/2007
INTERVEST INTERNATIONAL EQUITIES CORPORATION (BLOOMINGTON MN)
WI
04/23/2002 - 04/14/2003
AMERICAN FAMILY SECURITIES, LLC (MADISON WI)
MN
05/02/2000 - 03/12/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NJ
11/17/1995 - 04/17/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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