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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 O'Reilly is a financial advisor with over 27 years of experience in the industry. Stephen has a strong track record of providing personalized financial advice to a wide range of clients, including individuals, families, and businesses. Stephen is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Stephen holds the Series 7, Series 24, and Series 63 licenses, as well as the SIE exam. Stephen is also a Certified Financial Planner. Stephen has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Stephen is dedicated to providing clients with the highest level of service and is committed to building long-term relationships.
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.
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
FL
01/11/2023 - Present
Cetera Investment Advisers LLC (PENSACOLA FL)
FL
11/30/2000 - 09/08/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (PENSACOLA FL)
FL
03/22/1999 - 04/15/1999
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
TX
03/23/1999 - 04/12/1999
VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)
SC
08/01/1997 - 03/15/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
12/20/1993 - 08/06/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/20/1993 - 08/06/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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