Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Albritton is an investment advisor representative with Cetera Investment Advisers LLC. Stephen has been in the financial services industry since December 2003. Prior to joining Cetera Investment Advisers LLC, Stephen worked with Wells Fargo Clearing Services, LLC, Securities America, Inc., Fifth Third Securities, Inc., PNC Investments, TD Ameritrade, Inc., TIAA-CREF Individual & Institutional Services, LLC, UVEST Financial Services Group, Inc., SunTrust Investment Services, Inc., Synovus Securities, Inc., Invesco Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Stephen offers a variety of financial services to individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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GA
09/17/2020 - Present
Cetera Investment Advisers LLC (CATERSVILLE GA)
NC
05/31/2017 - 07/31/2020
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
10/14/2015 - 11/30/2016
SECURITIES AMERICA, INC. (HUNTERSVILLE NC)
NC
06/23/2014 - 10/05/2015
FIFTH THIRD SECURITIES, INC. (BOILING SPRINGS NC)
NC
07/17/2012 - 05/28/2014
PNC INVESTMENTS (CHARLOTTE NC)
NC
04/25/2011 - 07/10/2012
TD AMERITRADE, INC. (CHARLOTTE NC)
NC
09/19/2006 - 01/22/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
10/17/2005 - 03/10/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
GA
02/05/2004 - 10/25/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
10/03/2002 - 02/03/2004
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
GA
06/13/2001 - 04/17/2002
INVESCO SERVICES, INC. (ATLANTA GA)
MN
10/12/2000 - 03/13/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/12/2000 - 03/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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