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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 Russell Story is a financial advisor with Cetera Investment Advisers LLC. Stephen has been in the financial industry since 1992 and has worked with a variety of firms. Stephen is registered with FINRA and is a registered investment advisor in Florida, Georgia and Texas. Stephen offers a variety of financial services including financial planning, pension consulting, educational seminars and portfolio management.
PERRY, FL
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.
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FL
06/29/2023 - Present
Cetera Investment Advisers LLC (PERRY FL)
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 6/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/2/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/1992
Series 7 - General Securities Representative Examination
BC
Issued 1/2/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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