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Stephen Parker Clapp is a registered representative with Principal Advised Services. Stephen has been in the financial services industry since November 2010. Stephen holds the Series 66 license. Stephen is currently registered in Florida and Iowa. Stephen has experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Fidelity Investments, Principal Life Insurance Company, Principal Advised Services, and Principal Securities, Inc. Stephen specializes in working with high-net-worth individuals and individuals other than high-net-worth. Stephen is also a registered representative with Principal Securities, 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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FL
09/16/2024 - Present
Principal Advised Services (FERNANDINA BEACH FL)
Active
Inactive
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