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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Tolbert is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with U.S. Capital Wealth Advisors, LLC. Previously, Stephen was registered with UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Stephen has a strong track record of providing financial advice to individuals, businesses, and institutions. He is committed to providing personalized financial solutions to help clients achieve their financial goals. Stephen offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. Stephen is a highly experienced and knowledgeable financial advisor who can help you navigate the complex world of finance.
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.
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.
1
2
TX
05/12/2022 - Present
U.s. Capital Wealth Advisors, LLC (HOUSTON TX)
TX
01/22/2009 - 06/06/2022
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
04/02/2007 - 01/26/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
12/12/1990 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
BC
Issued 10/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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