Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ernest Norton is a financial advisor with over 25 years of experience in the financial services industry. Stephen currently works at Saybrook Wealth Group, Inc., where he is registered as a Registered Representative. Stephen has a broad range of experience in the financial services industry. Stephen is a Series 7, Series 6, and Series 66 licensed professional. Prior to joining Saybrook Wealth Group, Stephen worked at Raymond James Financial Services, Inc. and UBS Financial Services Inc. Stephen is committed to providing clients with personalized financial advice and investment strategies. Stephen specializes in financial planning, portfolio management, and retirement 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.
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
CT
01/04/2022 - Present
Saybrook Wealth Group, Inc. (OLD SAYBROOK CT)
CT
12/07/2007 - 12/31/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (Old Saybrook CT)
CT
05/19/2000 - 12/17/2007
UBS FINANCIAL SERVICES INC. (NEW HAVEN CT)
MO
07/19/1996 - 05/23/2000
EDWARD JONES (ST. LOUIS MO)
CA
09/29/1994 - 06/21/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
11/13/1990 - 09/10/1993
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 08/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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