Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Miller Parkin is a financial advisor registered with Ameriprise Financial Services, LLC. Stephen has been in the financial industry since March 12, 1986. Stephen holds the Series 6, 7 and 63 securities licenses, as well as the SIE exam. Stephen is registered to offer investment advice in Arizona, Florida, Georgia, Louisiana, South Carolina, Texas and Virginia. Stephen is affiliated with Ameriprise Financial Services, LLC, and previously worked with IDS Life Insurance Company and John Hancock Distributors, Inc.
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.
1
2
FL
11/14/2020 - Present
Ameriprise Financial Services, LLC (Saint Augustine FL)
MN
11/11/1986 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
03/13/1986 - 03/19/1987
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 05/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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