Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Dennis Wilt is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with Captrust as a Registered Investment Advisor. Prior to joining Captrust, Stephen was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 1988 to 2009. Stephen holds the Series 63, Series 65, Series 7, and SIE licenses. Stephen is a registered investment advisor in 13 states. Stephen is also a trustee for The GAR Foundation, a board member of the St. Sebastian's Foundation, and a board director for the University of Akron College of Business Dean's Advisory Council and The Greater Akron Chamber.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
04/09/2015 - Present
Captrust (Akron OH)
OH
08/25/1988 - 01/26/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATH OH)
IA
Issued 10/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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