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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephane? Claim Your ProfileStephane Win Hpay is an investment advisor representative with Cetera Investment Advisers LLC. Stephane is licensed to provide advisory services in California and Texas. Stephane has been working in the financial services industry since 1991. Stephane has experience with various firms including VOYA FINANCIAL ADVISORS, INC., NEXT FINANCIAL GROUP, INC., and INTERSECURITIES, INC. Stephane offers a range of services including financial planning, portfolio management for businesses and individuals, and educational seminars.
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
02/18/2025 - 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 07/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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