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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Duane Stech is a financial advisor currently registered with Cetera Investment Advisers LLC. Stephen has been in the industry since 2004. Stephen's office is located in Boise, ID, and they are also registered in Texas. Stephen's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. Stephen has a diverse background in the financial industry, with previous affiliations with J.P. Turner & Company, LLC, Summit Brokerage Services, and Gunnallen Financial, Inc. Stephen is 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.
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.
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2
ID
06/29/2023 - Present
Cetera Investment Advisers LLC (Boise ID)
ID
09/09/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BOISE ID)
ID
03/26/2010 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (BOISE ID)
ID
01/26/2009 - 03/30/2010
GUNNALLEN FINANCIAL, INC (BOISE ID)
ID
05/24/2004 - 01/15/2009
THE O.N. EQUITY SALES COMPANY (BOISE ID)
BOTH
Issued 2/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/9/2013
Series 4 - Registered Options Principal Examination
BC
Issued 6/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/4/2005
Series 7 - General Securities Representative Examination
BC
Issued 5/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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