Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Schuller is a financial advisor with over 30 years of experience in the industry. He is currently registered with Prospera Financial Services, Inc. and holds Series 6, 7, 26, 55, 57TO, 63 and 65 licenses. Stephen previously worked for Dorsey & Company, Inc., New England Securities, Pruco Securities Corporation, and The Prudential Insurance Company of America. Stephen is a specialist in several areas, including retirement planning, investment management, and business brokerage. He is also actively involved in the Jacksonville community.
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
FL
12/05/2021 - Present
Prospera Financial Services, Inc. (Jacksonville FL)
LA
11/12/1991 - 12/03/2021
DORSEY & COMPANY, INC. (NEW ORLEANS LA)
NY
04/14/1989 - 11/21/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
01/31/1989 - 04/08/1989
PRUCO SECURITIES CORPORATION
NA
01/31/1989 - 04/08/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
IA
Issued 05/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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