Unclaimed
Stephen Thuilot is a registered representative with GWN Securities Inc. Stephen has been in the securities industry since 2000 and has been actively licensed since 2010. Stephen holds licenses to conduct business in California, New Jersey, and Florida. Stephen has prior experience with State Farm VP Management Corp., Murphy & Durieu, Seaboard Securities, Inc., Tullett & Tokyo Securities, Inc., and Smith Barney Inc. Stephen specializes in Retirement Planning, Mutual Funds, Annuities, and Variable Annuities.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
06/24/2024 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IL
04/30/2008 - 09/02/2009
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
01/04/2001 - 03/10/2008
MURPHY & DURIEU (NEW YORK NY)
NJ
11/20/2000 - 01/05/2001
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
NY
02/02/1999 - 11/09/2000
MURPHY & DURIEU (NEW YORK NY)
NY
02/06/1998 - 01/25/1999
TULLETT & TOKYO SECURITIES, INC. (NEW YORK NY)
NY
02/11/1995 - 12/19/1997
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 06/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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