Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Hendrie Ledyard is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Stephen is a CERTIFIED FINANCIAL PLANNER™ professional with over 29 years of experience in the industry. Stephen has a broad range of experience, having worked for several other firms, including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Olde Discount Corporation. Stephen is currently registered as a broker-dealer in Arizona and Texas, and as an investment advisor representative in Arizona and Texas.
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.
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.
Investment consulting services to institutional clients
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.
1
2
AZ
04/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
AZ
05/17/2013 - 04/05/2023
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
06/01/2009 - 06/13/2013
MORGAN STANLEY (SCOTTSDALE AZ)
AZ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SCOTTSDALE AZ)
AZ
12/09/1997 - 04/02/2007
MORGAN STANLEY DW INC. (SCOTTSDALE AZ)
MI
03/16/1994 - 11/24/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 03/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/08/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Ledyard is the right advisor for you? Invested Better is here to help.
