Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Branham is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Stephen has been in the industry since 1990. Stephen is registered with the state of Minnesota as an Investment Advisor Representative. Stephen is also registered with FINRA and the state of Michigan. Stephen's previous experience includes working with Royal Alliance Associates, Inc. and American Express Financial Advisors Inc. Stephen has a Series 63, Series 24, Series 7 and SIE license.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
01/16/2014 - Present
Cambridge Investment Research Advisors, Inc. (MINNEAPOLIS MN)
AZ
01/06/1998 - 06/02/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
08/02/1990 - 01/08/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/02/1990 - 01/08/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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