Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McKee is an experienced financial advisor with over 30 years of experience in the industry. Stephen is currently registered with LPL Financial LLC and has held previous registrations with Mutual Service Corporation and Titan/Value Equities Group, Inc. Stephen has a Series 7, Series 24, and Series 63 license and has been registered in multiple states. Stephen McKee's practice provides financial planning, portfolio management, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
09/08/2009 - Present
LPL Financial LLC (VALENCIA CA)
CA
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (VALENCIA CA)
CA
09/24/1985 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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