Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Zade is a financial advisor at Cambridge Investment Research Advisors, Inc. Stephen has been in the industry since 1990 and has a wide range of experience, including working with individual investors, families, and businesses. Stephen is a registered representative of Cambridge Investment Research Advisors, Inc. and is licensed in several states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
05/30/2017 - Present
Cambridge Investment Research Advisors, Inc. (Mt Clemens MI)
MI
09/08/2009 - 12/22/2015
LPL FINANCIAL LLC (MT. CLEMENS MI)
MI
11/15/2000 - 09/08/2009
MUTUAL SERVICE CORPORATION (MT CLEMENS MI)
MO
05/02/2000 - 12/15/2000
EDWARD JONES (ST. LOUIS MO)
MI
01/25/1995 - 05/26/2000
COMERICA SECURITIES (DETROIT MI)
MA
09/04/1990 - 12/31/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
BOTH
Issued 08/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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