Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Story is a financial advisor with over 30 years of experience in the industry. Stephen is registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a Registered Investment Advisor that specializes in providing financial advice to individuals, families, and businesses. Stephen has a proven track record of success in helping clients achieve their financial goals. Stephen holds Series 6, 7, 24, 63, and 65 licenses. Stephen Story and his team at Cetera Investment Advisers LLC are committed to providing their clients with personalized service and a comprehensive range of financial products and services.
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.
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
GA
06/29/2023 - Present
Cetera Investment Advisers LLC (DOUGLAS GA)
GA
08/19/2014 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Douglas GA)
GA
09/08/2003 - 08/25/2014
CANTELLA & CO., INC. (DOUGLAS GA)
OK
09/04/2003 - 09/09/2003
WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)
FL
11/03/1999 - 08/27/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
11/16/1993 - 10/22/1999
EDWARD JONES (ST. LOUIS MO)
MO
05/07/1993 - 12/10/1993
FFP SECURITIES, INC. (CHESTERFIELD MO)
GA
07/22/1992 - 10/09/1992
ARGENT SECURITIES, INC. (ATLANTA GA)
GA
03/19/1992 - 08/18/1992
SECURITIES GROUP OF NORTH AMERICA, INC. (MARIETTA GA)
NY
01/03/1990 - 08/10/1990
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Story is the right advisor for you? Invested Better is here to help.
