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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 Regouby is a financial advisor with Merit Financial Advisors, based in Alpharetta, GA. Stephen has been working in the financial services industry since 1982. He has experience in a range of areas including investment advice, insurance, and financial planning. Stephen is a Certified Financial Planner and is licensed in a number of states, including Arizona, Arkansas, Georgia, Louisiana, Minnesota, Missouri, Montana, Nevada, Oklahoma, South Dakota, and Texas.
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.
Consulting fees
1
2
OK
01/14/2021 - Present
Merit Financial Advisors (TULSA OK)
OK
01/13/2021 - 08/16/2024
LPL FINANCIAL LLC (TULSA OK)
OK
10/25/2019 - 01/15/2021
AVANTAX INVESTMENT SERVICES, INC. (TULSA OK)
OK
02/26/1997 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (TULSA OK)
TX
11/18/1996 - 02/27/1997
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
NA
03/09/1989 - 12/03/1996
PATTERSON ICENOGLE, INC.
FL
04/07/1987 - 03/13/1989
LOWRY FINANCIAL SERVICES CORPORATION (NORTH PALM BEACH FL)
NA
11/20/1983 - 04/21/1987
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
06/04/1982 - 11/08/1983
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 06/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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