Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Herman Wedel is an investment advisor representative at RFG Advisory, LLC. Stephen has been in the industry since January 4, 1984. Stephen has held multiple licenses and registrations. Stephen has passed 10 industry exams. Stephen has experience in the financial services industry in multiple roles across different firms, including Four Seasons Wealth Management, LLC, LPL Financial, LLC, and Veravest Investments, Inc.. Currently, Stephen is registered with RFG Advisory, LLC in Florida, Missouri, and Texas and is also registered in 25 other states.
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.
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.
1
2
MO
10/25/2018 - Present
RFG Advisory, LLC (CREVE COEUR MO)
MO
11/20/2003 - 06/08/2018
LPL FINANCIAL LLC (CREVE COEUR MO)
MA
04/04/1984 - 11/20/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
01/01/1984 - 03/30/1984
FIRST INVESTORS CORPORATION
IA
Issued 07/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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