Unclaimed
Stephen Gannon is a financial advisor at Empower Advisory Group, LLC, with over 20 years of experience in the financial services industry. Stephen has held positions at SunTrust Investment Services, Inc., Fifth Third Securities, Inc., and Wells Fargo Advisors, LLC. Stephen is a Certified Financial Planner and is registered with the state of Idaho. Stephen specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and state and municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
GA
06/08/2017 - 08/21/2020
FIFTH THIRD SECURITIES, INC. (ATLANTA GA)
GA
04/19/2013 - 05/18/2017
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
10/01/2000 - 04/05/2013
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
NC
08/22/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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