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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 Glen Zahorian is a financial advisor with over 35 years of experience in the industry. Stephen Zahorian is currently registered with Cetera Investment Advisers LLC in Florida and Texas. Stephen Zahorian has also previously worked with Summit Brokerage Services, Inc., Raymond James Financial Services, Inc., BANC of America Investment Services, Inc., Citigroup Global Markets Inc., and Raymond James & Associates, Inc. Stephen Zahorian has a broad range of experience, working with individuals, high-net-worth individuals, corporations, and other businesses.
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (FORT MYERS FL)
FL
11/08/2013 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FORT MYERS FL)
FL
08/19/2008 - 11/06/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT MYERS FL)
FL
12/09/2005 - 08/21/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. MEYERS FL)
FL
05/01/2000 - 12/14/2005
CITIGROUP GLOBAL MARKETS INC. (FORT MYERS FL)
FL
04/29/1987 - 05/05/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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