Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Paul Weatherby is a financial advisor with over 20 years of experience in the financial services industry. Stephen is a Certified Financial Planner™ and holds both the Series 6 and Series 63 licenses. Stephen joined Parallel Advisors, LLC in January 2023. Before that, Stephen worked at Autus Asset Management, LLC, Sharkey, Howes, and Javer, and Integrated Financial Planning. Stephen has experience working with individuals, families, businesses, and charitable organizations. Stephen focuses on financial planning, portfolio management, and pension consulting.
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.
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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CA
01/23/2023 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
GA
09/22/2004 - 12/12/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
04/23/2004 - 08/31/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
GA
08/02/2004 - 08/02/2004
TRIAD ADVISORS, INC. (ATLANTA GA)
MN
05/16/2003 - 09/22/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
TX
08/13/2002 - 03/05/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MD
10/25/2001 - 06/14/2002
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
CT
12/11/2000 - 03/23/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
IA
Issued 05/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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