Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephenson? Claim Your ProfileStephenson Paul Juley is a financial professional with over 30 years of experience in the industry. Stephenson is currently a registered representative with LPL Financial LLC in Chicago, Illinois. Stephenson has previously held positions at MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, G. R. Phelps & Co., Inc., Geldermann Securities, Inc., Bishop Securities, Inc., Century Financial Securities, Inc., Landmark Brokerage Services, Inc., NML Equity Services, Inc., Robert W. Baird & Co. Incorporated, and Penn Mutual Equity Services, Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
03/11/2020 - Present
LPL Financial LLC (CHICAGO IL)
IL
03/25/2017 - 03/12/2020
MML INVESTORS SERVICES, LLC (Chicago IL)
IL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
06/26/1996 - 01/02/2015
NEW ENGLAND SECURITIES (CHICAGO IL)
MA
03/01/1996 - 06/05/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/23/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
NY
07/21/1992 - 03/26/1993
GELDERMANN SECURITIES, INC. (NEW YORK NY)
NA
12/20/1989 - 03/06/1991
BISHOP SECURITIES, INC.
NA
07/10/1989 - 12/06/1989
CENTURY FINANCIAL SECURITIES, INC.
NA
08/24/1988 - 03/13/1989
LANDMARK BROKERAGE SERVICES, INC.
NA
06/03/1987 - 08/24/1988
NML EQUITY SERVICES, INC.
NA
06/03/1987 - 08/24/1988
ROBERT W. BAIRD & CO. INCORPORATED
NA
08/11/1986 - 06/22/1987
PENN MUTUAL EQUITY SERVICES, INC.
IA
Issued 01/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1989
Series 24 - General Securities Principal Examination
BC
Issued 11/02/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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