Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Cordasco is a financial advisor with over 30 years of experience in the industry. Stephen has held various roles at prominent financial institutions, including RBC Capital Markets, LLC, Wachovia Securities, Inc., First Union Capital Markets Corp., and Butcher & Singer Inc. Stephen currently works as a registered representative for Mercer Global Advisors Inc. in Denver, Colorado. Stephen's expertise spans a wide range of financial services, including portfolio management, financial planning, estate planning, tax return preparation, and investment advisory services. Stephen is committed to providing personalized financial solutions to individuals, families, and businesses, ensuring they 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.
Trust services, estate planning, tax return preparation, consultation
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.
1
2
CO
03/31/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
PA
01/17/2003 - 01/05/2012
RBC CAPITAL MARKETS, LLC (PHILADELPHIA PA)
MO
10/01/1999 - 01/22/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
10/03/1990 - 01/01/1991
BUTCHER & SINGER INC.
IA
Issued 10/19/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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