Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Collaro is an investment advisor representative registered with RMR Wealth Builders, Inc. Stephan has been in the industry since June 2013 and has been with RMR Wealth Builders since January 2019. Stephan has a Series 7 and Series 66 license. Stephan is also a registered representative in Florida and New Jersey. Stephan specializes in financial planning, pension consulting, and educational seminars. Stephan also provides consulting services for specific purposes such as education funding and estate planning.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
FL
03/26/2019 - Present
RMR Wealth Builders, Inc. (Largo FL)
FL
09/17/2013 - 12/31/2022
CALTON & ASSOCIATES, INC. (Spring Hill FL)
BOTH
Issued 08/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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