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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 Wesner is a financial advisor with D.A. Davidson & Co., and has over 34 years of experience in the financial services industry. Stephen is registered with the state of Idaho and Texas and holds a Series 6, 7, 22, 63, 65, and 66 licenses. Prior to joining D.A. Davidson & Co., Stephen was employed by Waddell & Reed, Inc. in Overland Park, Kansas. Stephen specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations.
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.
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
ID
08/19/2018 - Present
D.a. Davidson & Co. (MOSCOW ID)
KS
03/23/1984 - 02/02/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/31/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/22/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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