Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Armstrong is a financial advisor at Empower Advisory Group, LLC, a registered investment advisor firm. Stephen is a licensed securities professional and is also registered as an investment advisor representative in Massachusetts. Stephen has over 15 years of experience in the financial services industry, with a focus on providing financial planning and portfolio management services to individuals, families, and businesses. He is also experienced working with high-net-worth individuals, pension and profit-sharing plans, charitable organizations, state or municipal government entities, and corporations or other businesses. Stephen holds Series 6, 7, and 66 licenses. He is a graduate of the University of Massachusetts Amherst.
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
04/22/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
03/26/2008 - 02/18/2009
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
NY
02/15/2000 - 01/18/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
05/25/1999 - 02/15/2000
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
08/08/1996 - 05/25/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 12/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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