Unclaimed
Stephen John Dudek is a financial advisor with Cetera Investment Advisers LLC based in Conshohocken, Pennsylvania. Stephen has been in the financial services industry since 2000. Prior to joining Cetera Investment Advisers LLC, Stephen worked for VOYA FINANCIAL ADVISORS, INC., NFP SECURITIES, INC., ING FINANCIAL ADVISERS, LLC, and MANULIFE FINANCIAL SECURITIES LLC. Stephen holds the Series 6, Series 63, Series 65 and SIE licenses. Stephen's specializations include financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.
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.
1
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 1/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Dudek is the right advisor for you? Invested Better is here to help.