Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Daunt Dunne is a financial advisor with Clear Creek Financial Management, LLC and has been in the industry for over 20 years. Stephen has held several roles at different financial firms, including Centaurus Financial, Inc., Sagepoint Financial, Inc., SunAmerica Securities, Inc., World Group Securities, Inc., and WMA Securities, Inc. Stephen holds several licenses and designations including Series 6, 7, 24, 53, and 63. Stephen is also a Certified Financial Planner.
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.
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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WA
12/21/2019 - Present
Clear Creek Financial Management, LLC (SILVERDALE WA)
OR
01/02/2015 - 12/31/2017
CENTAURUS FINANCIAL, INC. (LAKE OSWEGO OR)
OR
10/31/2005 - 12/31/2014
SAGEPOINT FINANCIAL, INC. (LAKE OSWEGO OR)
AZ
02/14/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
04/12/2002 - 02/16/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
08/24/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 05/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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