Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Marcou is a financial advisor with Savvy. Stephen has been in the industry since 2006. Stephen works with individuals, families, and businesses. Stephen provides financial planning, portfolio management, and educational seminars. Stephen is registered to conduct business in Colorado, Illinois, Indiana, Kansas, Kentucky, Michigan, New Mexico, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Wisconsin, and Wyoming.
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.
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
IN
01/23/2025 - Present
Savvy (Westfield IN)
IN
10/01/2012 - 06/19/2014
J.P. MORGAN SECURITIES LLC (GREENWOOD IN)
IN
11/04/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GREENWOOD IN)
IN
02/10/2010 - 10/29/2010
THE HUNTINGTON INVESTMENT COMPANY (INDIANAPOLIS IN)
IN
12/06/2008 - 01/22/2010
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
IN
07/21/2006 - 12/02/2008
AXA ADVISORS, LLC (INDIANAPOLIS IN)
BOTH
Issued 09/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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