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 Temmer is a financial professional with over 30 years of experience in the industry. Stephen is currently registered as an investment advisor representative with Fifth Third Securities, Inc., a firm with over $1 billion - $10 billion in assets under management. Stephen has worked for several firms in the past, including Charles Schwab & Co., Inc. and Franklin-Lord, Inc. Stephen holds several licenses and certifications including Series 66, Series 63, Series 10, Series 9, Series 24, Series 7, and Series SIE. Stephen specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
IL
07/17/2020 - Present
Fifth Third Securities, Inc. (NAPERVILLE IL)
IL
09/06/2006 - 06/08/2009
HARRIS INVESTOR SERVICES, INC. (CHICAGO IL)
IL
06/22/1998 - 07/21/2006
CHARLES SCHWAB & CO., INC. (OAK BROOK IL)
MO
11/21/1994 - 06/08/1998
CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)
AZ
04/27/1992 - 11/28/1994
FRANKLIN-LORD, INC. (SCOTTSDALE AZ)
BOTH
Issued 9/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/2/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/31/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/26/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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