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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 James Schneider is an Investment Advisor Representative at Alphastar Capital Management, and is actively registered as an Investment Advisor in the state of Florida. Stephen has been a registered Investment Advisor since 2022, and has a Series 65 license. Stephen has been in the industry since 2008. Stephen previously worked at Blueprint Wealth Management LLC., Parady Financial Group, Inc., Ethos Energy Inc., Pilot Turbine Services, LLC., CHANGEPATH, LLC, TB FINANCIAL GROUP, LLC, AE Wealth Management, LLC, Securenet Financial, LLC, Securenet Tax, LLC, Pilot Financial Services, LLC and Securenet Wealth, LLC.
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.
Sub-advisory services
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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NC
01/01/2025 - Present
Alphastar Capital Management (CORNELIUS NC)
IA
Issued 05/15/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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