Unclaimed
Stephen R. Fambrough is an Investment Advisor Representative with Edward Jones. Stephen has been in the industry since January 24, 2001. Stephen holds Series 7, 63, and 66 licenses and is registered in 16 states. Stephen specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Stephen's previous experience includes working as a Registered Representative with Fidelity Brokerage Services LLC in Smithfield, RI.
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.
See schedule d - miscellaneous
1
2
TX
03/05/2007 - Present
Edward Jones (STEPHENVILLE TX)
RI
01/25/2001 - 12/20/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 02/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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