Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Harper is an investment advisor representative with Simplicity Wealth, a firm that specializes in providing comprehensive financial planning and investment management services to individuals and families. Stephen has over 25 years of experience in the financial services industry and holds Series 7, Series 63 and Series 65 licenses. Stephen has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Stephen is a member of several professional organizations and is a frequent speaker at financial seminars and workshops. In addition to his work at Simplicity Wealth, Stephen is also an enrolled agent with the IRS and is licensed to sell life insurance, annuities, disability and long-term care insurance. Stephen's commitment to his clients is evident in his dedication to providing them with personalized financial advice and support.
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.
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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KY
09/20/2023 - Present
Simplicity Wealth (Florence KY)
KY
07/18/2007 - 12/31/2010
MULTI-FINANCIAL SECURITIES CORPORATION (WALTON KY)
CA
10/18/2002 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
GA
06/20/1997 - 10/17/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
AL
02/21/1996 - 06/19/1997
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
07/15/1994 - 02/23/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 08/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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