Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lamoureux is an investment advisor representative who has been in the financial services industry since 1993. Currently, Stephen is registered with Ameriprise Financial Services, LLC in Bedford, NH and Chelmsford, MA. Stephen has previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Stephen has passed the Series 6, 7, 31, 63 and 66 exams as well as the Securities Industry Essentials (SIE) Exam.
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.
Asset allocation services
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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NH
05/28/2010 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
NH
06/01/2009 - 06/07/2010
MORGAN STANLEY SMITH BARNEY (MANCHESTER NH)
NH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MANCHESTER NH)
NH
04/16/2004 - 04/02/2007
MORGAN STANLEY DW INC. (NASHUA NH)
MA
07/28/1993 - 04/14/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/28/1993 - 04/14/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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