Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Widner is an investment advisor representative with Navy Federal Investment Services, LLC. Stephen has been in the industry since 1991. Stephen has a Series 63, Series 24, Series 52TO, Series 99TO, Series 7 and SIE. Stephen has passed the General Securities Representative Examination and the Municipal Securities Representative Examination. Stephen has also passed the General Securities Principal Examination and the Uniform Securities Agent State Law Examination. Stephen is registered in California and Virginia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CA
10/05/2022 - Present
Navy Federal Investment Services, LLC (San Diego CA)
NY
02/05/2020 - 07/10/2020
CADARET, GRANT & CO., INC. (SYRACUSE NY)
TX
02/05/2020 - 07/10/2020
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CA
06/28/2007 - 07/10/2020
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
08/07/2000 - 07/10/2020
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
SC
05/22/1995 - 07/25/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
01/12/1994 - 07/21/1994
NEW DIMENSION FINANCIAL, INC.
MN
01/07/1992 - 01/31/1992
AMEV INVESTORS, INC. (OAKDALE MN)
NA
10/16/1989 - 01/18/1990
BOUCHER OEHMKE & QUINN
NA
05/30/1989 - 08/14/1989
ADVENT SECURITIES, INC.
NA
06/12/1987 - 05/20/1989
FIRST EAGLE, INC.
NA
02/20/1986 - 05/15/1987
MALONE & ASSOCIATES, INC.
BC
Issued 03/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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