Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kanoy is a financial advisor associated with First Citizens Investor Services, Inc. Stephen has been in the financial services industry since 2005. Stephen's past work experience includes TRUIST INVESTMENT SERVICES, INC., BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., and WELLS FARGO ADVISORS, LLC. Stephen holds the Series 6, 7, 63 and 66 licenses and the SIE exam. Stephen is registered to provide investment advice in North 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.
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
NC
11/13/2023 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
NC
02/17/2021 - 10/10/2023
TRUIST INVESTMENT SERVICES, INC. (CHAPEL HILL NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
04/11/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHAPEL HILL NC)
NC
10/06/2005 - 03/22/2011
WELLS FARGO ADVISORS, LLC (RESEARCH TRIANGLE PARK NC)
BOTH
Issued 03/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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