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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 Joseph Barrett is a financial advisor with Waverly Advisors, LLC. Stephen is a Certified Financial Planner™ professional and has been in the industry since 1993. Stephen has a wealth of experience in various financial services and has worked with clients across a wide range of needs and goals. Stephen is passionate about providing guidance and support to his clients and helping them achieve their financial objectives.
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.
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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IN
01/11/2024 - Present
Waverly Advisors, LLC (LAFAYETTE IN)
IN
10/22/2007 - 12/16/2016
SII INVESTMENTS, INC. (LAFAYETTE IN)
IN
04/25/1997 - 10/22/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (LAFAYETTE IN)
MN
06/08/1993 - 05/05/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/08/1993 - 05/05/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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