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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stephan is a financial advisor with Cetera Investment Advisers LLC, based in Grandville, MI. David has been a financial advisor since February 2016 and has experience working with individuals, businesses, pension and profit-sharing plans, corporations and other businesses, and charitable organizations. David specializes in providing financial planning, educational seminars, and selection of other advisors. In addition to being a financial advisor, David is also the owner of Stephan Accounting & Tax, 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.
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.
A percentage of the total value of assets under management is charged.
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MI
06/29/2023 - Present
Cetera Investment Advisers LLC (GRANDVILLE MI)
MI
02/23/2016 - 04/30/2020
AVANTAX INVESTMENT SERVICES, INC. (Grand Rapids MI)
IA
Issued 08/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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