Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Richard Myers is a financial advisor with over 19 years of experience in the financial services industry. Stephen has worked for LPL Financial LLC since March 2023 and previously held positions at SAGEPOINT FINANCIAL, INC. and Merrill Lynch. Stephen is registered with the state of Ohio as an Investment Advisor Representative and holds Series 66, Series 6TO, Series 7, and SIE licenses. Stephen offers a variety of services to individuals, families, and businesses including financial planning, portfolio management, and retirement planning. Stephen is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OH
03/10/2023 - Present
LPL Financial LLC (WOOSTER OH)
OH
01/08/2010 - 03/14/2023
SAGEPOINT FINANCIAL, INC. (WOOSTER OH)
OH
10/05/2004 - 01/12/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANTON OH)
BOTH
Issued 11/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Myers is the right advisor for you? Invested Better is here to help.
