Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wray is a financial advisor with Raymond James Financial Services Advisors, Inc. Stephen has been in the industry since 2005 and is licensed to provide financial advice in 21 states. He previously worked with Edward Jones. Stephen holds the Series 7, Series 63, and SIE licenses. His specializations include retirement planning, college savings, estate planning, and insurance. Stephen is also a member of the Kiwanis Club and the YMCA.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
07/10/2017 - Present
Raymond James Financial Services Advisors, Inc. (DAYTON OH)
OH
05/04/2005 - 07/05/2017
EDWARD JONES (SPRINGBORO OH)
BC
Issued 05/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Wray is the right advisor for you? Invested Better is here to help.
