Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Henry Nash is a financial advisor with over 13 years of experience in the financial services industry. Stephen is currently registered as a Registered Representative and Investment Advisor Representative with Empower Advisory Group, LLC in Greenwood Village, CO. Stephen has previously held positions with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Stephen has a wide range of experience and holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Stephen specializes in providing financial planning, portfolio management for individuals, and educational seminars.
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.
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
03/11/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
03/12/2010 - 11/02/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Waltham MA)
NC
06/01/2009 - 11/23/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 07/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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