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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Arthur Boyle is a financial advisor registered with Cuso Financial Services, LP, based in San Diego, CA. Stephen Boyle's registration with Wescom Financial Services, LLC, was terminated on 2/6/2023. Stephen Boyle has been in the industry since 2012-03-15. Stephen Boyle has licenses for both broker-dealer and investment advisor services. Stephen Boyle has had previous roles at BEAR, STEARNS & CO. INC. and MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. Stephen Boyle's specializations include portfolio management for individuals, portfolio management for businesses, and financial 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.
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
CA
01/13/2023 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
04/23/2019 - 02/06/2023
WESCOM FINANCIAL SERVICES (Anaheim CA)
NY
12/11/1998 - 11/23/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
05/15/1987 - 06/15/1987
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
04/23/1986 - 06/03/1987
SUMMIT EQUITIES, INC.
BOTH
Issued 02/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2019
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2004
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 03/25/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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