Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Koehler is a financial advisor at Cetera Investment Advisers LLC with over 10 years of experience in the financial services industry. Stephen has a strong background in providing financial advice to individuals, families, and businesses. Stephen holds the Series 6, 7, 63 and 66 securities licenses. Stephen is also a licensed insurance agent. Stephen is committed to helping clients achieve their financial goals.
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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2
GA
10/23/2024 - Present
Cetera Investment Advisers LLC (Johns Creek GA)
GA
05/03/2017 - 10/03/2018
EDWARD JONES (ROSWELL GA)
GA
11/12/2015 - 02/16/2017
COUNTRY CAPITAL MANAGEMENT COMPANY (MILTON GA)
GA
06/11/2014 - 11/09/2015
FARMERS FINANCIAL SOLUTIONS, LLC (Alpharetta GA)
BOTH
Issued 06/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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