Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Scott has been in the financial services industry since September 17, 2002 and is currently registered with Equitable Advisors, LLC. Stephen has 11 active state registrations for both insurance and investment advisory services in Alabama, California, Florida, Michigan, New Hampshire, New Mexico, New York, North Carolina, Ohio, Texas and Virginia. Stephen has a Series 66, Series 7 and a SIE license. Stephen is also registered as a Registered Representative with FINRA. Stephen's current office location is at 5104 BUR OAK CIRCLE in RALEIGH, NC. Stephen is a Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC.
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
NC
03/24/2021 - Present
Equitable Advisors, LLC (RALEIGH NC)
BOTH
Issued 10/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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