Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Thomas Lannigan is a financial advisor with Stonex Advisors Inc. Stephen has been a registered financial advisor since 1996 and has a broad range of experience in the financial services industry. Stephen is a Certified Financial Planner and holds the Series 31, Series 7, and Series 65 licenses. Stephen has experience with a number of firms including WRP Investments, Inc., Brokersxpress LLC, Wachovia Securities, LLC, and TD Ameritrade, Inc. In addition to financial planning, Stephen is also a Lacrosse Official for the Florida Lacrosse Officials Association.
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.
Financial consulting services
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
AL
01/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
FL
06/29/2012 - 09/12/2014
WRP INVESTMENTS, INC. (CLERMONT FL)
FL
01/09/2009 - 06/29/2012
BROKERSXPRESS LLC (CLERMONT FL)
FL
01/18/2007 - 01/12/2009
WACHOVIA SECURITIES, LLC (ORLANDO FL)
FL
03/27/1998 - 12/04/2006
TD AMERITRADE, INC. (ORLANDO FL)
NY
09/18/1996 - 01/21/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
01/24/1996 - 09/12/1996
STATE CAPITAL MARKETS CORPORATION (NEW YORK NY)
IA
Issued 09/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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