Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Day is a financial advisor with Fortis Capital Advisors, LLC. Stephan has over 20 years of experience in the financial services industry. Stephan is registered as an Investment Advisor Representative in North Carolina. Stephan has a Series 7, 63 and 65 securities licenses. Stephan's experience includes working for several well-known firms including Wachovia Securities, LLC, Deutsche Bank Alex. Brown Inc., and Dean Witter Reynolds Inc. Stephan offers a variety of financial services including financial planning, portfolio management, pension consulting, educational seminars and selection of other advisors. Stephan specializes in providing services to high net worth individuals, corporations, pension and profit-sharing plans, and individuals other than high net worth. Stephan is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
1
2
NC
02/06/2023 - Present
Fortis Capital Advisors, LLC (Winston-Salem NC)
MA
01/07/2004 - 11/01/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
06/15/2002 - 01/22/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
02/12/2002 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
01/13/2001 - 07/30/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
11/25/1998 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
01/04/1996 - 12/14/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Stephan Day is the right advisor for you? Invested Better is here to help.
