Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Krizek is a financial advisor with Edward Jones, a firm with over $800 billion in client assets. Stephen is a registered representative in Connecticut and Texas. He has been in the industry since 2003 and holds the Series 7, 63, 66 and SIE licenses. Stephen has worked with clients of all types including individuals, high net worth individuals, families, and businesses. He specializes in developing personalized financial strategies that address his clients’ unique needs and 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.
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.
See schedule d - miscellaneous
1
2
CT
01/02/2020 - Present
Edward Jones (FAIRFIELD CT)
NY
01/11/2007 - 10/01/2007
G-TRADE SERVICES LLC (NEW YORK NY)
NY
02/17/2006 - 12/31/2006
PERSHING LLC (NEW YORK NY)
NY
10/10/2005 - 01/31/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
12/10/2003 - 10/06/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
11/14/2001 - 12/06/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 08/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2002
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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