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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Bond is a financial advisor with Mercer Global Advisors Inc. Stephen has been in the financial industry since 2011. Stephen is a Certified Financial Planner® professional with extensive experience in financial planning, estate planning, and tax return preparation. Stephen is also a board member of the Kalamazoo College and holds a license in Michigan and Texas. Stephen’s previous experience includes working as a financial advisor at Raymond James Financial Services, Inc. and Sanford Financial Services.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
08/25/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
MI
11/03/2011 - 10/16/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTAGE MI)
BOTH
Issued 12/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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