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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 Walter Hussey is an investment advisor representative, registered with Raymond James & Associates, Inc., with a strong history in the financial services industry. Stephen has been active in the industry since 2001 and has experience with a variety of firms, including Morgan Stanley, Citigroup Global Markets Inc., and Edward Jones. Stephen is registered in several states, including West Virginia, Texas, and Florida, among others. Stephen specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and other institutions.
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.
Please see note in schedule d - miscellaneous
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
WV
02/24/2015 - Present
Raymond James & Associates, Inc. (Vienna WV)
WV
06/01/2009 - 03/03/2015
MORGAN STANLEY (PARKERSBURG WV)
WV
09/15/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PARKERSBURG WV)
WV
07/05/2001 - 09/19/2006
EDWARD JONES (PARKERSBURG WV)
IA
Issued 11/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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