Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen J Royce is a financial advisor who has been in the industry since 2021. Stephen currently works at Key Investment Services LLC and is registered with the state of Michigan. Stephen has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Stephen also has experience providing financial planning and portfolio management services. Stephen holds a Series 7 and Series 66 license and the SIE certification. Stephen is passionate about 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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
04/04/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
MI
10/28/2022 - 03/15/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANN ARBOR MI)
MI
11/16/2021 - 09/14/2022
KEY INVESTMENT SERVICES LLC (YPSILANTI MI)
BOTH
Issued 01/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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