Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Blumenthal is an investment advisor representative with over 38 years of experience in the financial services industry. Stephen is a Registered Representative with CMG Capital Management Group, Inc. He is a licensed investment advisor in the state of Pennsylvania and a resident investment advisor in Texas. Stephen has a strong track record of providing financial advice to individuals and families. Stephen is committed to helping clients achieve their financial goals through a variety of investment strategies, including portfolio management, financial planning, and retirement 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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
10/01/2003 - Present
CMG Capital Management Group, Inc. (MALVERN PA)
PA
06/23/2020 - 01/16/2024
INTEGRAL WEALTH SECURITIES LLC (Malvern PA)
NY
04/22/2020 - 06/04/2020
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NE
11/11/2003 - 12/31/2005
AQUARIUS FUND DISTRIBUTORS, LLC (ELKHORN NE)
LA
08/21/2002 - 10/29/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
NJ
09/04/1996 - 12/18/2000
FCG ADVISORS, LLC (CHATHAM NJ)
NJ
05/02/1994 - 10/10/1996
FINANCIAL CONSULTANT GROUP INCORPORATED (CHATHAM NJ)
NY
02/17/1989 - 04/27/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/19/1984 - 03/11/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 07/30/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2009
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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