Unclaimed
Stephen Decatur is a financial advisor with over 39 years of experience in the industry. Stephen is currently registered with Moors & Cabot, Inc. in Boston, MA. Stephen has a strong track record of providing financial advice to individuals, families, and institutions. Stephen has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Stephen is also a skilled communicator and is known for his ability to explain complex financial concepts in a clear and concise manner.
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.
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.
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.
1
2
MA
11/10/1994 - Present
Moors & Cabot, Inc. (BOSTON MA)
NJ
04/29/1988 - 11/08/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
11/22/1983 - 05/13/1988
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1984
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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