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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 Ferrell is a financial advisor with over 25 years of experience in the industry. Stephen is registered with both LPL Financial LLC and Advisor Resource Council in Texas, and Stephen specializes in financial planning, portfolio management, and other non-discretionary advisory services. Stephen's experience includes working with clients in various sectors, including individuals, businesses, and high-net-worth individuals. Stephen's services include investment planning, retirement planning, and estate planning. Stephen is committed to providing personalized financial advice to clients and helping them 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.
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2
TX
07/09/2013 - Present
LPL Financial LLC (DALLAS TX)
TX
02/09/2010 - 08/30/2011
FINANCIAL TELESIS INC (LEWISVILLE TX)
NJ
09/10/2002 - 11/17/2009
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
FL
08/10/2001 - 09/10/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
01/03/1997 - 03/07/2001
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
IA
Issued 11/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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