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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 Fisher is a financial advisor with Cetera Investment Advisers LLC in Columbiana, Ohio. He is a registered representative and investment advisor representative. Stephen has been in the financial industry since 1997. He has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Stephen is committed to providing his clients with personalized financial advice and investment management services.
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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OH
06/01/2017 - Present
Cetera Investment Advisers LLC (COLUMBIANA OH)
OH
07/10/2003 - 06/08/2009
NATCITY INVESTMENTS, INC. (WARREN OH)
CA
02/05/2002 - 02/21/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
NY
05/30/2001 - 01/18/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
09/19/1997 - 04/27/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/19/1997 - 04/27/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
04/03/1997 - 09/04/1997
VTR CAPITAL, INC. (NEW YORK NY)
NJ
12/18/1996 - 03/12/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 4/4/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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