Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lee West is a financial advisor with over 16 years of experience in the financial services industry. He is currently registered with Mercer Global Advisors Inc. and holds licenses in Colorado and Texas. Stephen has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. He is also a Certified Financial Planner and a Chartered Financial Consultant. Stephen is committed to helping clients achieve their financial goals and providing them with the highest level of personalized service.
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.
Trust services, estate planning, tax return preparation, consultation
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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2
CO
11/01/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
BOTH
Issued 04/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 12/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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