Unclaimed
Stephen Blackwell is a financial advisor at Steward Partners Investment Advisory, LLC, based in New York, NY. Stephen Blackwell has been working in the financial services industry since 2008. Before joining Steward Partners Investment Advisory, LLC, Stephen Blackwell was affiliated with Edward Jones and Raymond James Financial Services, Inc. Stephen Blackwell is registered in 13 states, including Alaska, California, Florida, Georgia, Illinois, Missouri, New Jersey, New Mexico, North Carolina, South Carolina, Tennessee and Virginia. Stephen Blackwell holds the Series 7, Series 66 and SIE licenses. Stephen Blackwell is also a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
SC
11/13/2020 - 04/11/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Seneca SC)
SC
08/01/2008 - 11/17/2020
EDWARD JONES (EASLEY SC)
BOTH
Issued 8/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Blackwell is the right advisor for you? Invested Better is here to help.