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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 Coburn is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Stephen has been in the financial industry since 2003. Stephen is currently registered with Ameriprise Financial Services, LLC in the state of Kansas, Missouri and Texas. Stephen holds licenses for Series 63, Series 66 and Series 7. Stephen has been working with Ameriprise for over 10 years. Stephen provides financial advice and products to individuals, businesses and charitable organizations. Stephen's clients include both high-net-worth and individuals. Stephen has specializations in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Asset allocation services
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.
1
2
KS
08/02/2010 - Present
Ameriprise Financial Services, LLC (Leawood KS)
MO
10/05/2009 - 10/16/2009
AMERIPRISE FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
07/19/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (KANSAS CITY MO)
MO
03/23/2006 - 03/08/2007
A. G. EDWARDS & SONS, INC. (INDEPENDENCE MO)
PA
10/09/2002 - 12/31/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
BOTH
Issued 08/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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