Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Everett is a registered representative with Cetera Investment Advisers LLC, located in Fort Collins, Colorado. Stephen has been in the financial industry since 1980. In addition to Cetera Investment Advisers LLC, Stephen was previously registered with Royal Alliance Associates, Inc. and A.G. Edwards & Sons, Inc. Stephen has earned the Series 63, Series 7, Series 24, Series 31 and SIE licenses. Stephen is a licensed and registered investment advisor representative in Colorado and Texas. Stephen also owns and operates The Planning and Investment Center, Inc. Stephen's primary focus is on providing financial planning and investment advisory services to individuals, businesses, and pension plans.
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.
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.
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2
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (FORT COLLINS CO)
AZ
11/19/1989 - 02/23/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
10/30/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/25/1980 - 11/16/1987
A. G. EDWARDS & SONS, INC.
BC
Issued 9/12/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/15/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/2/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 9/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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