Unclaimed
Stephen Fuhrer is a financial advisor with LPL Financial LLC. Stephen has been in the financial industry since 1987. Stephen has a Series 6, Series 7, and Series 63 license. Stephen is also a Chartered Financial Consultant. Stephen has experience in providing financial advice to individuals, corporations, and other businesses. Stephen is registered in 28 states.
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.
Consulting and other non-discretionary advisory services
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
PA
03/22/2023 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
09/28/1987 - 04/13/2023
HARVEST FINANCIAL CORPORATION (PITTSBURGH PA)
MA
04/13/1994 - 12/15/1995
MANEQUITY, INC. (BOSTON MA)
BC
Issued 11/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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