Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Myers is a registered representative with Vanguard Advisers, Inc. Stephen has over 25 years of experience in the financial services industry. Stephen's experience includes working with clients on financial planning, portfolio management, and selection of other advisors. Stephen has held previous positions with LPL Financial LLC, M.S. Howells & Co., FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Charles Schwab & Co., Inc., and United Planners' Financial Services of America A Limited Partner. Stephen has a strong commitment to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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AZ
05/10/2022 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
08/13/2021 - 05/06/2022
LPL FINANCIAL LLC (SCOTTSDALE AZ)
AZ
02/06/2020 - 06/01/2021
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
GA
11/12/2018 - 01/29/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/12/2018 - 01/29/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
11/12/2018 - 01/29/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
11/12/2018 - 01/29/2020
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
02/10/2003 - 09/26/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
02/21/2002 - 09/26/2002
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
TX
04/18/1997 - 12/03/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
12/20/1996 - 02/13/1997
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
BOTH
Issued 01/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2023
Series 4 - Registered Options Principal Examination
BC
Issued 04/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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