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Stephen Charles Abelman

Amuni Financial, Inc.

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About Stephen Charles Abelman

Stephen Charles Abelman is a registered representative with Amuni Financial, Inc. in ST PETERSBURG, FL. Stephen has been in the industry since 1979 and has experience working with clients of various types, including individuals, high-net-worth individuals, corporations, and businesses. Stephen provides financial planning services and holds several licenses and certifications, including Series 7, Series 52, Series 53, and Series 63. Stephen is also licensed to provide services in Florida, California, Colorado, Louisiana, Massachusetts, New Hampshire, and Iowa.

Firm Information

Stephen Abelman is currently registered with Amuni Financial, Inc.. Amuni Financial, Inc., a corporation approved in 1980, provides financial planning services and portfolio management for individuals, businesses, and high-net-worth clients. The firm offers educational seminars and helps clients select other advisors. They are registered with the SEC and in 48 states.
Amuni Financial, Inc.

720 SECOND AVE S

ST PETERSBURG, FL 33701

$130.91M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial planning services available through clearing agent agreement

Financial planning services available through clearing agent agreement

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Abelman’s Registration & Firm History

FL

07/23/2008 - Present

Amuni Financial, Inc. (ST PETERSBURG FL)

FL

02/27/2004 - 07/11/2008

RBC CAPITAL MARKETS CORPORATION (ST. PETERSBURG FL)

FL

02/05/1979 - 02/27/2004

WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 03/04/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/1989

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/10/1989

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1988

Series 7 - General Securities Representative Examination

BC

Issued 03/09/1979

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Charles Abelman.
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