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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 Francis Shelvey is a financial advisor with Trajan Wealth, LLC. Stephen has been in the financial services industry since 1992 and has experience in providing financial planning, portfolio management, and educational seminars to individuals and families. Stephen is also a Certified Financial Planner. Stephen previously worked at Pruco Securities, LLC., NFP Securities, Inc., Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Brokers Transaction Services, Inc. and Equico Securities, Inc. Stephen holds the Series 7, Series 6, Series 63 and Series 66 licenses. Stephen specializes in working with high net worth individuals, individuals other than high net worth, and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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.
1031 advisory fees
1
2
TX
12/01/2022 - Present
Trajan Wealth, LLC (FRISCO TX)
TX
12/16/2020 - 12/06/2022
PRUCO SECURITIES, LLC. (Plano TX)
TX
07/19/2013 - 11/25/2013
NFP SECURITIES, INC. (DALLAS TX)
TX
03/28/2005 - 07/12/2011
CHARLES SCHWAB & CO., INC. (SOUTHLAKE TX)
RI
10/03/1995 - 04/01/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
TX
05/12/1994 - 09/13/1995
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
NY
12/04/1992 - 05/11/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/04/1992 - 05/11/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 03/31/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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