Stephen Rowley (CRD# 5665952) is an Investment Advisor Representative working at Eagle Strategies LLC in Plymouth, MI and has over 14 years of experience in the finance industry.
CRD# 4216990
Strategic Blueprint, LLC
CRD# 3151669
Esi Financial Advisors
CRD# 5480510
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rowley Services, Inc. D/b/a Rowley Financial Solutions | Plymouth, MI | Apr 2019 - Current | 5 |
| Eagle Strategies LLC | Southfield, MI | Aug 2013 - Current | 10 |
| Nylife Securities LLC | Southfield, MI | Oct 2009 - Current | 14 |
| New York Life Insurance Co | Southfield, MI | May 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- MI
- TX
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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