Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Russell Langlois is an investment advisor representative associated with Kestra Advisory Services, LLC, and has been in the industry since June 2008. Stephen has a Series 6, 7, 24, 63, and 66 license. Prior to joining Kestra, Stephen worked with National Financial Services LLC, LPL Financial LLC and Columbia Funds Distributor, Inc. Stephen specializes in providing financial planning services, portfolio management for individuals and businesses, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
TX
09/25/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MA
12/22/2011 - 04/22/2015
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
11/03/2004 - 08/23/2011
LPL FINANCIAL LLC (BOSTON MA)
MA
09/25/2002 - 10/05/2004
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 09/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2021
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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