Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Stalcup is a financial advisor with over 29 years of experience in the industry. Stephen is registered to provide investment advice in Illinois and Texas. He is also registered as a broker-dealer in 26 states. Stephen is associated with Ameriprise Financial Services, LLC, which is headquartered in Minneapolis, Minnesota, and has over 140,000 clients. Ameriprise Financial Services, LLC has over $479 billion in assets under management. Stephen specializes in providing financial planning, portfolio management, and asset allocation services.
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.
Asset allocation services
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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IL
07/30/2015 - Present
Ameriprise Financial Services, LLC (LISLE IL)
IL
11/29/1993 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (OAKBROOK TERRACE IL)
IA
Issued 01/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/15/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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