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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 Meyers is a financial advisor at LPL Financial LLC. Stephen has been in the financial services industry since August 13, 2006, and has experience at multiple firms including BANC OF AMERICA INVESTMENT SERVICES, INC. and E*TRADE SECURITIES LLC. Stephen holds multiple licenses including Series 63, Series 24, Series 4, Series 99TO, SIE, and Series 7. Stephen is registered to provide investment advice in North Carolina and South Carolina.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
02/11/2011 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/17/2008 - 01/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
04/21/2004 - 07/11/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BC
Issued 11/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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