Advisor profile


My approach

Stephen Bickley - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Stephen Bickley - My approach photo

Areas of focus

  • Investments
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7

Education

  • Penn State, 1990, Bachelor of Science - Accounting

Interests

  • Spending time with Family
  • Exercise and Outdoors Activities
  • Reading about History
  • ALL SPORTS!

Community participation

  • Past President of Board Hollidaysburg Area YMCA
  • Past President of Board Hollidaysburg AMBUCS

Previous experience

  • Wells Fargo Clearing Services, LLC, 2006-2019
  • UBS Financial Services Inc., 1998-2006