Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Shatarah is an investment advisor representative with Cetera Investment Advisers LLC. Stephan has been in the financial services industry since August 2015. Stephan holds licenses in Broker-Dealer and Investment Advisor for Delaware, Florida, Georgia, Illinois, Kentucky, Maryland, New Jersey, New York, North Carolina, Pennsylvania and South Carolina. Stephan has been registered with Cetera Investment Advisers LLC since March 2021. Stephan provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals to clients.
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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2
NY
03/31/2021 - Present
Cetera Investment Advisers LLC (WESTBURY NY)
NY
08/26/2015 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (WESTBURY NY)
IA
Issued 07/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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