Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ray St John is a financial advisor with over 18 years of experience in the industry. Stephen St John is currently registered with Newedge Advisors and holds Series 66 and Series 7 securities licenses, as well as the SIE. Stephen has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Wachovia Securities, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Stephen works with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Stephen is also a registered investment advisor representative with Newedge Advisors, providing investment advisory services in addition to brokerage services.
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.
1
2
SC
08/17/2023 - Present
Newedge Advisors (Greenville SC)
SC
10/23/2009 - 08/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE SC)
SC
12/19/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENVILLE SC)
SC
01/17/2006 - 12/23/2008
WACHOVIA SECURITIES, LLC (GREENVILLE SC)
MN
06/06/2005 - 01/11/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/06/2005 - 01/11/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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