Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wayne Story is a registered representative with The Baker Group, LP. Stephen has been in the securities industry since February 3, 2009. Stephen is registered with FINRA and holds the Series 6, 7 and SIE licenses. Stephen is also registered in Colorado, Georgia and Oklahoma. Stephen has a previous employment history with The Advisors Group, Inc. in Bethesda, Maryland.
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.
Investment strategies for financial institutions and other institutional investors
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.
Negotiable fees based on % of investable assets per client
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2
OK
04/13/2010 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
MD
02/22/1995 - 04/29/1996
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 04/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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