SM

Stephen L. Mckee

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CRD#: 730495
SM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Lawrence Mckee, who also goes by Steve Mckee, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1981. Stephen had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Mckee

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 5, 2011 - September 26, 2019

INVESTMENT SELECTIONS & TIMING INC.

RIA
CRD#: 114449
BELLA VISTA, AR
Past

June 9, 2003 - December 31, 2009

INVESTMENT SELECTIONS & TIMING INC.

RIA
CRD#: 114449
RICHARDSON, TX
Past

September 15, 1987 - December 18, 1990

CULLUM & SANDOW SECURITIES, INC.

BD
CRD#: 15836
Past

May 10, 1984 - September 20, 1985

CULLUM & SANDOW, INC.

BD
CRD#: 7646
Past

May 18, 1981 - May 3, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


IS
INVESTMENT SELECTIONS & TIMING INC.
INVESTMENT SELECTIONS & TIMING INC.

CRD#: 114449 / SEC#:

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Contact information


Main Address
Bella Vista, AR
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INVESTMENT SELECTIONS & TIMING INC.

CRD#: 114449

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