Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephens? Claim Your ProfileStephens McVea is an investment advisor representative currently associated with Ameriprise Financial Services, LLC. Stephens has been in the securities industry since January 15, 2015, and has been registered with the state of Louisiana and Texas since March 18, 2022. Stephens has also previously been associated with Hancock Whitney Investment Services Inc., J.P. Morgan Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephens offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation services
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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LA
03/18/2022 - Present
Ameriprise Financial Services, LLC (Lafayette LA)
LA
08/29/2019 - 04/05/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (DENHAM SPRINGS LA)
LA
12/08/2016 - 09/10/2019
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
LA
12/17/2014 - 11/07/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATON ROUGE LA)
BOTH
Issued 01/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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