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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 Gerald Schwesinger is an Investment Advisor Representative at Portfolio Medics, LLC. Stephen is registered with the state of Ohio and Pennsylvania. Stephen has been in the industry since June 2014 and has a Series 65 license. Stephen is also an independent Insurance Agent through SGS Wealth Management. Stephen specializes in financial planning, pension consulting, selection of other advisers, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your 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.
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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PA
04/12/2023 - Present
Portfolio Medics, LLC (Canonsburg PA)
IA
Issued 01/23/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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