Unclaimed
Stephen Hurt is a financial advisor with over 40 years of experience in the industry. Stephen has served in multiple roles for various financial institutions and is currently registered with Uniting Wealth Partners in Odessa, TX. Stephen has a broad range of experience and holds multiple licenses and certifications, including the Series 7, Series 10, Series 63 and Series 65.
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.
Helps you choose top advisors aligned with your financial goals.
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
TX
10/28/2024 - Present
Uniting Wealth Partners (ODESSA TX)
FL
05/19/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
TX
02/22/1994 - 06/11/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
TX
12/21/1983 - 03/04/1994
FIRST FINANCIAL SECURITIES OF AMERICA, INC. (HOUSTON TX)
IN
08/13/1985 - 01/22/1994
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
Issued 12/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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