Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Edmond Berube is a registered investment advisor representative with Echo Creek Capital, LLC. Stephen has over 30 years of experience in the financial services industry. Stephen provides investment advice to both individuals and high-net-worth individuals. Stephen was previously registered with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephen is licensed to provide investment advice in Maryland and Virginia.
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.
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.
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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MD
09/12/2014 - Present
Echo Creek Capital, LLC (ROCKVILLE MD)
MD
09/25/1998 - 07/22/2013
UBS FINANCIAL SERVICES INC. (BETHESDA MD)
NY
12/20/1988 - 10/05/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
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Inactive
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