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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 Myers is a financial advisor with over 20 years of experience in the financial services industry. Stephen is currently registered with AE Wealth Management, LLC in Pennsylvania and Texas as an Investment Advisor Representative. Stephen specializes in financial planning, portfolio management, and retirement planning. Stephen has experience with a variety of client types, including high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Stephen also offers educational seminars and publications on a variety of financial topics. Stephen is committed to providing his clients with the highest level of personalized service and advice.
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
PA
11/01/2023 - Present
AE Wealth Management, LLC (Harrisburg PA)
PA
10/12/2018 - 06/26/2020
PROEQUITIES, INC. (CAMP HILL PA)
PA
02/13/2017 - 10/08/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (CAMP HILL PA)
PA
11/23/2015 - 02/28/2017
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
PA
02/09/2015 - 11/24/2015
METLIFE SECURITIES INC. (CAMP HILL PA)
CA
01/31/2014 - 02/24/2015
PATRICK CAPITAL MARKETS, LLC (TRABUCO CANYON CA)
PA
09/15/2011 - 07/02/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MA
02/05/2008 - 07/15/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
CT
05/02/2005 - 01/29/2008
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NY
12/11/2004 - 04/12/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
03/21/2002 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CT
08/24/2000 - 03/12/2002
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 03/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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