Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Hever is a financial advisor with LPL Financial LLC, with over 20 years of experience in the industry. Stephen is registered as a broker-dealer and investment advisor in numerous states, including Texas, Nebraska, and Alabama. Stephen has a broad range of financial services experience, including working with State Farm VP Management Corp., Securian Financial Services, Inc., and Pruco Securities, LLC. Stephen offers financial planning, investment management, and consulting services to individuals, families, and businesses. Stephen is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
10/05/2020 - Present
LPL Financial LLC (HOUSTON TX)
TX
02/15/2018 - 09/30/2020
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
01/20/2017 - 02/05/2018
PRUCO SECURITIES, LLC. (HOUSTON TX)
TX
11/27/2002 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (SPRING TX)
NY
12/10/1999 - 10/21/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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