Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McLean is a financial advisor with Artisan Partners Distributors LLC. Stephen has been in the financial services industry since 2011. Stephen is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and SIE licenses. Stephen is also registered with the state of Wisconsin. Stephen has previously worked for Putnam Retail Management Limited Partnership and PNC Capital Markets LLC.
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.
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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2
WI
10/19/2023 - Present
Artisan Partners Distributors LLC (MILWAUKEE WI)
MA
06/19/2014 - 10/17/2023
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
PA
09/20/2011 - 06/03/2014
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
IA
Issued 02/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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