Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Selby is a financial advisor with over 20 years of experience in the financial services industry. Stephen is currently registered with Avantax Advisory Services and is licensed in South Carolina and Texas. Stephen has a wide range of experience, including working with Voya Financial Advisors, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Stephen has a strong understanding of the financial markets and is committed to providing personalized financial advice to his clients.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
07/13/2021 - Present
Avantax Advisory Services (DALLAS TX)
WA
01/13/2020 - 10/26/2020
VOYA FINANCIAL ADVISORS, INC. (BELLEVUE WA)
CT
08/03/2001 - 03/20/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
CT
08/03/2001 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)
CT
06/27/1997 - 07/06/2001
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
08/18/1994 - 06/27/1997
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BOTH
Issued 02/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2021
Series 24 - General Securities Principal Examination
BC
Issued 03/06/2003
Series 4 - Registered Options Principal Examination
BC
Issued 05/15/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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