Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McKenney is a financial advisor who has been in the industry since 1977. Stephen is registered with LPL Financial LLC and has Series 7, Series 63, and SIE licenses. Stephen has a total of 16 years of experience with Securian Financial Services, Inc. and MML Investors Services, Inc. Stephen is also a Chartered Financial Consultant. Stephen offers financial planning, portfolio management for businesses and individuals, consulting and other non-discretionary advisory services, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/16/2023 - Present
LPL Financial LLC (TOLEDO OH)
OH
04/10/1996 - 03/15/2023
SECURIAN FINANCIAL SERVICES, INC. (TOLEDO OH)
MA
03/01/1996 - 04/10/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/08/1977 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 01/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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