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Stephen Francis Foley

HBW Advisory Services LLC

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About Stephen Francis Foley

Stephen Foley is a registered investment advisor representative with HBW Advisory Services LLC. Stephen's firm has offices in both Simi Valley, CA and Kerrville, TX. Stephen has been in the financial services industry since 1991, and has experience providing financial advice to individuals, businesses, and corporations. Stephen holds both the Series 63 and Series 65 licenses. Stephen focuses on providing financial planning, portfolio management and educational seminars for individuals and businesses.

Firm Information

Stephen Foley is currently registered with HBW Advisory Services LLC. HBW Advisory Services LLC is a financial advisor based in Simi Valley, CA. The firm provides a range of services, including financial planning, portfolio management, and educational seminars. HBW Advisory Services serves a variety of clients, including individuals, corporations, and high-net-worth individuals. They have over 60 investment advisor representatives and 55 licensed agents, and manage over $1.4 billion in assets.
HBW Advisory Services LLC

2655 1ST STREET

SIMI VALLEY, CA 93065

$1.48B

Assets Under Management

15

Total Clients

56

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Foley’s Registration & Firm History

CA

10/17/2014 - Present

HBW Advisory Services LLC (SIMI VALLEY CA)

CA

08/08/1991 - 02/08/2010

PFS INVESTMENTS INC. (SACREMNTO CA)

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Licenses & Designations

IA

Issued 04/28/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/06/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/05/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Francis Foley.
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