Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ernest Mantzouris is an Investment Advisor Representative at Liberty Wealth Management, LLC. Stephen has been in the industry since 2003 and holds Series 7, Series 24, and Series 66 licenses. Stephen has experience in providing financial planning, portfolio management, and pension consulting. Stephen's previous experience includes positions at Infinity Financial Services, Liberty Group, LLC, and AIG Financial Advisors, Inc. Stephen is also licensed as a real estate agent in California and is a licensed insurance agent, primarily offering fixed index annuities. Stephen is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Third-party management program
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Third-party management program
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2
CA
08/06/2019 - Present
Liberty Wealth Management, LLC (OAKLAND CA)
CA
10/18/2021 - 11/30/2023
INFINITY FINANCIAL SERVICES (Oakland CA)
CA
09/24/2019 - 11/17/2020
LIBERTY GROUP, LLC (OAKLAND CA)
CA
04/05/2017 - 10/09/2017
LIBERTY GROUP, LLC (OAKLAND CA)
CA
05/26/2010 - 05/08/2015
LIBERTY GROUP, LLC (OAKLAND CA)
CA
12/19/2008 - 08/11/2009
WADDELL & REED, INC. (CONCORD CA)
CA
12/10/2007 - 12/11/2008
LIBERTY GROUP, LLC (OAKLAND CA)
CA
02/27/2007 - 12/05/2007
AIG FINANCIAL ADVISORS, INC. (WALNUT CREEK CA)
CA
07/05/2006 - 02/01/2007
UVEST FINANCIAL SERVICES GROUP, INC. (LIVERMORE CA)
CA
04/27/2004 - 07/06/2006
AXA ADVISORS, LLC (SAN FRANCISCO CA)
CA
01/05/2004 - 03/30/2004
ALAMO CAPITAL (WALNUT CREEK CA)
MN
02/13/2003 - 08/04/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/13/2003 - 08/04/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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