Stephen

Stephen: Email & Phone Number

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Manager, Advisor Transitions at Hilltop Securities Inc.|Dallas, Texas, United States

Position:

Manager, Advisor Transitions at Hilltop Securities Inc.

Location:

Dallas, Texas, United States

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Last updated: 2026-10-16
Updated: 2026-10-16

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Work Experience 11 years

Manager, Advisor Transitions at Hilltop Securities Inc.

Jul 2024 - Current

Sr. Operations Associate at Chessman Wealth Strategies

Mar 2022 - Jan 2024

Practice Support Associate at Thrivent

Jan 2019 - Dec 2021

Shift Manager at Hamra Enterprises

Sep 2015 - Dec 2018

Stephen started working in 2015, then the employee has changed 3 companies and 3 jobs. On average, Stephen works for one company for 2 years 7 months.

Their professional focus is Series 7, Series 24, and Series 66 across 3 core areas.

Education

Personal Financial Management Services at University of Missouri-Columbia

Stephen Namesakes

Name
Company
Position
Stephen
Vast Electrical
Electrician
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Stephen
Services Australia
Service Officer
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Stephen
Herik's Analytics
Business Analytics Officer
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Other employees at Hilltop Securities Inc.

Name
Company
Position
Benjamin Maccini
Graduate Teaching Assistant
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Ryan Lister
Operations Supervisor - Advisory Services Group
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Sharon Gonzalez
Head HFA Housing Administrator
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Steven Kenny
Managing Director
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BJ McAndrews
Managing Director - Head of Securitized Products Sales
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Curran Bradley
AVP, Institutional Growth Consultant
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Tripp Pence
Financial Planning Consultant Associate
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Fletcher Hopper
Wealth Management Associate
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Kole Johnson
Operational Specialist
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Ryder Natzic
Financial Professional Associate
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