Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Perrin is a financial advisor who has been in the industry since 1991. Stephen is registered with Coordinated Financial Planning Corp. and has Series 7 securities licenses. Stephen holds the Chartered Financial Consultant designation and has been registered with the state of Ohio since 2023. The firm manages over $273 million in assets, and Stephen serves a variety of clients, including individuals and pension and profit sharing plans.
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.
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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OH
12/12/2023 - Present
Coordinated Financial Planning Corp. (Cincinnati OH)
OH
03/08/2005 - 06/29/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (CINCINNATI OH)
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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