Unclaimed
Stephen Michael Condon is a financial advisor with over 17 years of experience in the industry. Stephen is currently registered with Benjamin F. Edwards & Company, Inc. in White Plains, NY and St. Louis, MO. Stephen previously worked with Wells Fargo Advisors, LLC in White Plains, NY and A. G. Edwards & Sons, Inc. in White Plains, NY. Stephen holds the Series 7, Series 31, Series 63, Series 65, and SIE licenses. Stephen has provided financial advice to a wide range of clients including individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Stephen is committed to providing personalized financial advice that is tailored to the unique needs of each client.
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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NY
05/26/2010 - Present
Benjamin F. Edwards & Company, Inc. (WHITE PLAINS NY)
NY
01/01/2008 - 09/28/2009
WELLS FARGO ADVISORS, LLC (WHITE PLAINS NY)
NY
12/12/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WHITE PLAINS NY)
IA
Issued 02/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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