Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen William Ford is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. Stephen has been in the financial services industry since 1993. He has an active Broker-Dealer scope and is registered in 15 states. Stephen is a Series 6, Series 63 and SIE licensed advisor and has been registered with Avantax Investment Services, Inc. and IFG Network Securities, Inc. in the past. Stephen has extensive experience in financial planning, portfolio management, and pension consulting. He also provides educational seminars to clients.
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.
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
WI
01/30/2023 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
GA
09/15/1997 - 12/14/2022
AVANTAX INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
01/01/1996 - 09/16/1997
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
09/01/1995 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
TX
02/26/1993 - 09/06/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 01/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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