Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Becker is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with Cuso Financial Services, LP in New Mexico. Before joining Cuso, Stephen was a registered representative with several other firms, including Linsco/Private Ledger Corp., FSC Securities Corporation, New England Securities, Princor Financial Services Corporation, and Saville Financial Group, Inc. Stephen holds a variety of licenses, including Series 63, 65, 7, 24, 99TO, and SIE. Stephen specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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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2
NM
03/20/2002 - Present
Cuso Financial Services, LP (ALBURQUERQUE NM)
SC
08/03/1998 - 10/01/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
GA
04/10/1996 - 08/07/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
12/11/1991 - 04/01/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
07/30/1990 - 11/20/1991
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
04/17/1989 - 10/24/1989
SAVILLE FINANCIAL GROUP, INC.
CO
12/22/1987 - 10/24/1989
SAVILLE FINANCIAL GROUP, INC. (AURORA CO)
IA
Issued 08/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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