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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 Bierker is an investment advisor representative at Pittsburgh Financial Planners, Inc. based in Bridgeville, Pennsylvania. Stephen has been in the industry since 2004 and has a strong track record of success in providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Stephen is a Chartered Financial Analyst (CFA) and holds the Series 7, 31, and 66 licenses. In addition to his role at Pittsburgh Financial Planners, Inc., Stephen is also a managing member of SGBier Enterprises, LLC, which provides business consulting services.
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.
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.
Percentage of assets under management by other money managers
1
2
PA
11/03/2017 - Present
Pittsburgh Financial Planners, Inc. (BRIDGEVILLE PA)
ME
09/20/2005 - 10/28/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
08/02/2004 - 06/07/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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