Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Dewalch Strake is a financial advisor with Hightower Advisors, LLC, a firm that manages over $130 billion in assets. Stephen has over 12 years of experience in the financial services industry. He is licensed to provide investment advice in 21 states and is a registered representative of Hightower Securities LLC. Stephen specializes in providing financial planning, portfolio management, and treasury management services to individuals, families, and businesses. He holds Series 6, 63, 65, and 82 securities licenses and the SIE exam. Stephen earned his Bachelor of Business Administration degree from the University of Texas at Austin.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
11/29/2018 - Present
Hightower Advisors, LLC (HOUSTON TX)
TX
11/18/2010 - 09/07/2018
SALIENT CAPITAL L.P. (HOUSTON TX)
BC
Issued 03/01/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2012
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 11/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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