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Stephen Paul michael Rhodes

Signify Wealth LLC

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About Stephen Paul michael Rhodes

Stephen Rhodes is a financial advisor with Signify Wealth LLC. Stephen is registered with the state of Missouri and Texas. Stephen has been in the financial industry since 2003. Stephen has a wide range of experience in the financial industry, including working with National Planning Corporation, Saxony Securities, Inc., and Gilford Securities Incorporated. Stephen is also a Certified Financial Planner. Stephen specializes in providing financial planning, portfolio management, and bill payment coordination services. Signify Wealth LLC provides financial advice to high-net-worth individuals, individuals other than high-net-worth individuals and insurance companies.

Firm Information

Stephen Rhodes is currently registered with Signify Wealth LLC. Signify Wealth LLC is an investment advisor based in ST. LOUIS, MO, United States. The firm manages approximately $218,387,203 in assets for 297 clients. Signify Wealth LLC provides financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Signify Wealth LLC

7750 CLAYTON ROAD

ST. LOUIS, MO 63117

$218.39M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bill payment coordination

Bill payment coordination

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Rhodes’s Registration & Firm History

MO

07/06/2017 - Present

Signify Wealth LLC (ST. LOUIS MO)

MO

01/02/2015 - 08/30/2018

SAXONY SECURITIES, INC. (St. Louis MO)

MO

12/14/2011 - 01/02/2015

NATIONAL PLANNING CORPORATION (SAINT LOUIS MO)

MO

04/14/2011 - 12/16/2011

GILFORD SECURITIES INCORPORATED (CREVE COEUR MO)

MO

10/22/2007 - 04/20/2011

NATIONAL PLANNING CORPORATION (CREVE COEUR MO)

MO

03/19/2003 - 10/22/2007

AMERICAN GENERAL SECURITIES INCORPORATED (ST. ALBANS MO)

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Licenses & Designations

IA

Issued 08/28/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2008

Series 24 - General Securities Principal Examination

BC

Issued 08/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2008

Series 7 - General Securities Representative Examination

BC

Issued 03/17/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Paul michael Rhodes.
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