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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 Lemuel Bargeron is a financial advisor with Kovack Advisors, Inc. Stephen has been working in the financial industry since 1996. He specializes in retirement planning, college savings, and estate planning. Stephen has a diverse background, having worked with several firms over the years, including Resource Horizons Group LLC, Ogilvie Security Advisors Corporation, Transamerica Financial Resources, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Stephen is licensed to practice in multiple states and holds several industry designations, including Certified Financial Planner. Stephen is committed to providing personalized advice to help clients achieve their financial goals.
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.
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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2
GA
01/02/2015 - Present
Kovack Advisors, Inc. (KENNESAW GA)
GA
03/06/2006 - 09/24/2014
RESOURCE HORIZONS GROUP LLC (KENNESAW GA)
IL
03/26/1997 - 03/21/2006
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
CA
07/18/1996 - 03/05/1997
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
MA
03/14/1995 - 03/24/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/14/1995 - 03/24/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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