Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephane? Claim Your ProfileStephane Hpay is a financial advisor with over 30 years of experience in the industry. Stephane is currently registered with Cetera Investment Advisers LLC and has also held previous positions with VOYA FINANCIAL ADVISORS, INC., NEXT FINANCIAL GROUP, INC., INTERSECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Stephane holds Series 63, 65 and 7 licenses and the SIE exam. Stephane offers a variety of financial services to individuals, corporations and other businesses, including financial planning, portfolio management, and pension consulting.
SAN MARCOS, CA
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN MARCOS CA)
CA
05/30/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SAN MARCOS CA)
CA
08/22/2006 - 05/30/2012
NEXT FINANCIAL GROUP, INC. (SAN MARCOS CA)
CA
10/04/1994 - 08/30/2006
INTERSECURITIES, INC. (SAN MARCOS CA)
MN
04/04/1991 - 09/13/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/04/1991 - 09/13/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 7/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/3/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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