Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Muro is an investment advisor representative at Kestra Advisory Services, LLC in Austin, Texas. Stephen has been in the securities industry since May 1987. Stephen is registered with the state of Texas. Stephen has passed the Series 6, 7, 8, 9, 10, 63, and 66 exams. Stephen specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Stephen also owns an insurance company. Stephen is licensed in Arizona, California, Colorado, Florida, Idaho, Maryland, Oregon, Texas and Washington.
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.
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2
TX
04/18/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MA
09/27/2000 - 04/02/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
06/04/1987 - 09/20/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
05/04/1987 - 09/20/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 04/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/26/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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