Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Meuris is a financial advisor with Independent Financial Partners. Stephen has over 20 years of experience in the financial services industry. Stephen specializes in providing financial planning, investment management, and retirement planning services. Stephen is registered to provide advisory services in California, Nebraska, Nevada, and Washington.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
06/01/2022 - Present
Independent Financial Partners (TAMPA FL)
CA
02/16/2012 - 05/17/2022
LPL FINANCIAL LLC (SAN FRANCISCO CA)
NY
02/25/2010 - 12/31/2011
NEWPORT COAST SECURITIES, INC. (NEW YORK NY)
CA
09/29/2008 - 10/09/2008
EMPIRE SECURITIES CORPORATION (EL SEGUNDO CA)
CA
05/19/2004 - 08/08/2008
ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
02/28/2001 - 08/14/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
CA
01/28/1998 - 07/16/1998
GT GLOBAL, INC. (SAN FRANCISCO CA)
BOTH
Issued 09/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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