Unclaimed
Stephen Fougerousse is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with Lifestyle Asset Management, Inc., where Stephen has been working since October 2017. Stephen has held previous roles at First Allied Securities, Inc., FFP Securities, Inc., ING Financial Advisers, LLC, Aetna Financial Services, Inc., Securities Management & Research, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephen has a wide range of experience in the financial services industry, including financial planning, portfolio management, and investment advisory services. Stephen is committed to providing clients with personalized financial advice and guidance to help them 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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
10/24/2017 - Present
Lifestyle Asset Management, Inc. (FRIENDSWOOD TX)
TX
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Texas CIty TX)
TX
07/17/2002 - 05/30/2008
FFP SECURITIES, INC. (FRIENDSWOOD TX)
CT
01/01/1995 - 07/16/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
12/15/1999 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
01/01/1994 - 12/05/1994
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
NY
10/23/1985 - 01/30/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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