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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Duval is a financial advisor at Ameriprise Financial Services, LLC. Stephen has been in the financial services industry for over 30 years. Stephen is registered with FINRA and holds the Series 7, Series 24, Series 53, and Series 63 licenses. Stephen specializes in asset allocation, financial planning, and portfolio management for individuals and businesses. Stephen is a strong advocate for his clients and seeks to help them achieve their financial goals. Stephen has extensive experience in providing financial guidance to individuals, families, and businesses. Stephen is committed to providing his clients with the highest level of service and expertise.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MA
02/14/2014 - Present
Ameriprise Financial Services, LLC (South Hadley MA)
MN
08/14/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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