Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Bearce is a financial advisor with over 25 years of experience in the industry. Stephen holds multiple licenses and certifications, including the Series 7, 31, and 63 exams, as well as the Uniform Investment Adviser Law Examination (Series 65). Stephen currently works with Wells Fargo Clearing Services, LLC and is registered in multiple states. Previously, Stephen has also worked with McLaughlin Ryder Investments, Inc., Coburn & Meredith, Inc., and Citigroup Global Markets Inc. Stephen works with a variety of clients, including individuals, businesses, and trusts. Stephen provides investment consulting services, financial planning, and portfolio management.
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.
Investment consulting services to institutional clients
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.
1
2
VA
12/22/2015 - Present
Wells Fargo Clearing Services, LLC (ALEXANDRIA VA)
VA
05/23/2011 - 01/04/2016
MCLAUGHLIN RYDER INVESTMENTS, INC. (ALEXANDRIA VA)
VA
06/29/2007 - 05/23/2011
COBURN & MEREDITH, INC. (ALEXANDRIA VA)
VA
04/07/1994 - 06/29/2007
CITIGROUP GLOBAL MARKETS INC. (ALEXANDRIA VA)
IA
Issued 03/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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