Unclaimed
Stephen Labarre is a financial professional with over 8 years of experience in the financial services industry. Stephen is currently registered as a Registered Representative with Transamerica Retirement Advisors, LLC, based in Columbus, OH. Previously, Stephen held positions with Mutual of America Securities LLC, The Huntington Investment Company, Mutual of Omaha Investor Services, Inc., NYLIFE Securities LLC, and PRUCO Securities, LLC. Stephen is a Series 6, Series 63, and Series 65 licensed professional. Stephen specializes in providing financial and investment advice to individuals, businesses, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
OH
08/15/2024 - Present
Transamerica Retirement Advisors, LLC (Columbus OH)
OH
03/27/2023 - 08/08/2024
MUTUAL OF AMERICA SECURITIES LLC (Columbus OH)
OH
10/16/2020 - 03/21/2023
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
03/28/2019 - 09/03/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (COLUMBUS OH)
OH
12/20/2016 - 04/02/2019
NYLIFE SECURITIES LLC (DUBLIN OH)
OH
10/29/2015 - 12/07/2016
PRUCO SECURITIES, LLC. (COLUMBUS OH)
BC
Issued 11/30/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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