Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen James Weber is a financial advisor in Paso Robles, CA. Stephen has been working in the financial services industry since 2004. Stephen is registered with State Farm Investment Management Corp. and holds Series 6, 63 and 65 licenses. Stephen is also a licensed mortgage loan originator and owns an insurance agency. Stephen's expertise is in providing investment advice to individuals and investment companies. Stephen is committed to helping his clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
09/05/2023 - Present
State Farm Investment Management Corp. (Paso Robles CA)
IA
Issued 11/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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