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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 Haney is a financial advisor with Modera Wealth Management, LLC. Stephen has been in the industry for over a decade, previously working for firms such as Lincoln Financial Advisors Corporation and Raymond James Financial Services, Inc. Stephen has a strong track record of providing comprehensive financial advice to a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Stephen is a Chartered Financial Analyst (CFA) and holds the Series 7 and Series 66 licenses.
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.
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
11/02/2022 - Present
Modera Wealth Management, LLC (WAYNE PA)
PA
11/18/2014 - 12/11/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (BERWYN PA)
PA
02/20/2013 - 11/18/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
11/27/2012 - 02/04/2013
AXA ADVISORS, LLC (BALA CYNWYD PA)
PA
08/22/2012 - 10/12/2012
ING FINANCIAL PARTNERS, INC. (PHILADELPHIA PA)
BOTH
Issued 10/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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