Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Leary is a financial advisor with Cambridge Investment Research Advisors, Inc. located in NORWELL, MA. Stephen has been in the industry since February 12, 1986. Stephen holds Series 63, Series 24, Series 26, SIE and Series 7 licenses. Stephen is also a Certified Financial Planner. Stephen has been registered with Cambridge Investment Research Advisors, Inc. since March 2005. Before working with Cambridge Investment Research Advisors, Inc., Stephen was an advisor for MULTI-FINANCIAL SECURITIES CORPORATION, FISCO EQUITY, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC.
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
MA
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (NORWELL MA)
CO
01/02/1996 - 10/17/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
RI
04/25/1991 - 01/15/1996
FISCO EQUITY, INC. (LINCOLN RI)
MN
01/22/1986 - 04/02/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 02/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1994
Series 24 - General Securities Principal Examination
BC
Issued 06/13/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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