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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McElroy is a financial advisor at Ameriprise Financial Services, LLC. Stephen has been in the industry since 1993. Stephen works in the Dublin, Ohio office of Ameriprise. Stephen has experience with a variety of financial products and services, including investment advisory services, portfolio management, and financial planning. Stephen has a strong commitment to helping clients achieve their financial goals.
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.
Asset allocation 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.
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2
OH
04/21/2023 - Present
Ameriprise Financial Services, LLC (Dublin OH)
OH
06/08/2012 - 08/26/2015
LPL FINANCIAL LLC (DUBLIN OH)
OH
08/17/2011 - 06/12/2012
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
CA
10/31/2001 - 11/01/2001
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
NJ
10/06/2000 - 11/14/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/31/1999 - 10/11/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
01/28/1998 - 03/30/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
GA
03/08/1996 - 01/22/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
05/26/1995 - 02/28/1996
NATIONAL CITY INVESTMENTS CORPORATION
NA
01/17/1996 - 02/13/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
06/28/1993 - 01/10/1995
THE OHIO COMPANY (CINCINNATI OH)
MO
09/24/1992 - 04/16/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 01/09/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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