Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kent Sherrod is a financial advisor with Raymond James Financial Services Advisors, Inc. Stephen has been working in the financial industry since 1978 and has experience working with individuals, families, businesses, and institutions. Stephen is registered to provide investment advice in multiple states including Texas, New Mexico, Colorado, Delaware, North Carolina, North Dakota, Oklahoma 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAN ANGELO TX)
MO
11/27/1978 - 09/10/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 08/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/14/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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