Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Edward Wilson is a financial advisor with &partners, a firm with over 200 employees. Stephen has been in the industry since 2002 and has extensive experience in portfolio management, financial planning, and investment advice. Stephen is also a Chartered Financial Analyst. Stephen is registered to provide investment advice in multiple states including North Carolina, Texas and others. &partners specializes in providing comprehensive financial advice to individuals, families, businesses, and institutions. The firm offers a range of services, including investment management, financial planning, retirement planning, and estate planning.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
NC
01/10/2025 - Present
&partners (Charolette NC)
NC
06/03/2009 - 07/09/2012
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
02/11/2009 - 03/13/2009
STANFORD GROUP COMPANY (CHARLOTTE NC)
MO
10/31/2002 - 03/16/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/30/1995 - 01/19/1999
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NC
08/06/1993 - 02/03/1995
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
BC
Issued 02/10/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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