Unclaimed
Stephen Dale Burcham has been a registered representative in the securities industry since September 3, 1997. Stephen Dale Burcham is currently registered with Avantax Investment Services, Inc. and holds Series 6, 62, and 63 licenses. Stephen Dale Burcham is registered in Ohio and West Virginia.
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.
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.
1
2
WV
09/04/1997 - Present
Avantax Investment Services, Inc. (HUNTINGTON WV)
BC
Issued 10/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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