Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen R Crone is a financial advisor who has been in the industry since 1990. Stephen is registered with Prospera Financial Services, Inc. and has been with them since 2021. Stephen has experience in working with individuals, businesses, pension and profit-sharing plans, charitable organizations and pooled investment vehicles. Stephen is a Certified Financial Planner and a Chartered Financial Consultant.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
OH
03/04/2021 - Present
Prospera Financial Services, Inc. (Cincinnati OH)
OH
09/20/2019 - 03/03/2021
CETERA ADVISOR NETWORKS LLC (CINCINNATI OH)
OH
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
08/28/1998 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (CINCINNATI OH)
NY
09/10/1990 - 09/01/1998
FAHNESTOCK & CO., INC. (NEW YORK NY)
IA
Issued 06/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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