Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Dunbar is an Investment Advisor Representative with Equitable Advisors, LLC. Stephen has been in the financial services industry since February 2007. He is licensed to provide financial advice in Alabama, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, and Virginia. Stephen has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Stephen is also a volunteer for WellSpring Living and a writer for Kiplinger.
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
GA
02/27/2014 - Present
Equitable Advisors, LLC (ATLANTA GA)
NY
12/18/2000 - 03/07/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
02/02/1999 - 12/18/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 05/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/22/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Dunbar is the right advisor for you? Invested Better is here to help.
