Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Skillman is an advisor who has been in the industry since 1993. He is currently registered with Cambridge Investment Research Advisors, Inc. and has been with them since 2008. Stephen is a well-experienced advisor with a history of working with various firms, including ING Financial Partners, Inc., Raymond James Financial Services, Inc., and American Investment Services, Inc. Stephen has experience in a wide variety of financial services, including investment advisory services, financial planning, portfolio management for individuals, and pension consulting. Stephen specializes in serving individuals, high-net-worth individuals, 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
09/10/2008 - Present
Cambridge Investment Research Advisors, Inc. (Ft Worth TX)
TX
03/31/2006 - 09/04/2008
ING FINANCIAL PARTNERS, INC. (FT WORTH TX)
TX
08/14/2001 - 03/29/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEATHERFORD TX)
OK
01/02/2001 - 02/08/2001
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
TX
06/01/2000 - 12/31/2000
TRAVIS MORGAN SECURITIES INC. (DALLAS TX)
TX
12/22/1998 - 04/06/2000
CUMMER/MOYERS SECURITIES, INC. (FORT WORTH TX)
WI
10/27/1992 - 10/15/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/27/1992 - 09/24/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Skillman is the right advisor for you? Invested Better is here to help.
