Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ryan Terrell is a securities professional with over 20 years of experience in the financial industry. Stephen is currently registered with The Baker Group, LP, a firm that specializes in investment strategies for financial institutions and other institutional investors. Stephen has held previous positions with WELLS NELSON & ASSOCIATES, L.L.C., BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD., and MORGAN KEEGAN & COMPANY, INC. Stephen is licensed in nine states including Arizona, Colorado, Georgia, Illinois, New York, North Dakota, Oklahoma, Pennsylvania, and Texas.
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.
Investment strategies for financial institutions and other institutional investors
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.
Negotiable fees based on % of investable assets per client
1
2
OK
03/18/2019 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
TX
12/24/2015 - 03/18/2019
WELLS NELSON & ASSOCIATES, L.L.C. (Dallas TX)
TX
09/18/2003 - 12/28/2015
BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. (IRVING TX)
TN
10/24/2002 - 03/03/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 10/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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