Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen John Dudek is a financial advisor with over 20 years of experience in the financial services industry. Stephen is currently registered with Cetera Investment Advisers LLC and is located in Conshohocken, Pennsylvania. Stephen has previously been registered with VOYA FINANCIAL ADVISORS, INC., NFP SECURITIES, INC., ING FINANCIAL ADVISERS, LLC and MANULIFE FINANCIAL SECURITIES LLC. Stephen holds Series 6, 63, and 65 licenses and the SIE exam. Stephen provides financial planning and portfolio management services to individuals, businesses, and retirement 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.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (CONSHOHOCKEN PA)
PA
05/06/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CONSHOHOCKEN PA)
PA
05/22/2007 - 04/11/2008
NFP SECURITIES, INC. (DRESHER PA)
PA
08/29/2002 - 05/24/2007
ING FINANCIAL ADVISERS, LLC (CONSHOHOCKEN PA)
MA
03/31/2000 - 08/23/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
IA
Issued 01/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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