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. Stephen has been working in the financial services industry since 2014 and has experience with a variety of firms. Stephen holds several licenses and certifications, including the Series 6, 7, 63, and 66 exams. Stephen is registered to provide investment advisory services in Georgia, Florida, and Pennsylvania. Stephen is dedicated 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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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 6/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 6/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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