Unclaimed
Stephen Craig Muller is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Muller has been in the financial industry since December 1998 and has experience working with individuals, corporations, pension and profit sharing plans, charitable organizations, high-net-worth individuals, and insurance companies. Muller has a broad background in the financial services industry including experience as a registered representative, investment advisor representative, and a general securities principal. Muller is also a current Marysville City Councilman and owner of a vacation home in Big White BC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
08/20/2015 - Present
Raymond James Financial Services Advisors, Inc. (MARYSVILLE WA)
WA
12/03/1998 - 07/27/2015
EDWARD JONES (MARYSVILLE WA)
BOTH
Issued 03/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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