Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Christopher Detweiler is an Investment Advisor Representative associated with Whelan Financial, a registered investment advisor based in Fresno, California. Stephen has been with Whelan Financial since May 2010 and has been active in the industry since March 2013. Stephen is licensed to provide investment advice in California and has passed the Series 65 Uniform Investment Adviser Law Examination. Stephen focuses on providing investment advice to individuals, families, and retirement plans, specializing in financial planning and portfolio management.
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.
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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CA
03/11/2013 - Present
Whelan Financial (FRESNO CA)
IA
Issued 03/09/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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