Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Callahan is a financial professional with over 30 years of experience in the financial services industry. Stephen is registered with Knights Of Columbus Asset Advisors LLC. Stephen is also an insurance agent for Knights of Columbus Insurance, the largest Catholic Life Insurance Company. Prior to joining Knights Of Columbus Asset Advisors LLC, Stephen worked at Highlander Capital Group, Inc. and other firms. Stephen has a strong track record of providing investment advice to individuals, businesses, and institutions. Stephen specializes in providing portfolio management services, pension consulting, 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.
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.
Strategic management for diversified investment portfolios.
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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NJ
01/18/2024 - Present
Knights OF Columbus Asset Advisors LLC (Ridgewood NJ)
NJ
01/02/2009 - 09/25/2023
HIGHLANDER CAPITAL GROUP, INC. (SHORT HILLS NJ)
FL
06/11/2002 - 01/05/2009
WHITE MOUNTAIN CAPITAL, LLC (BAY HARBOR ISLANDS FL)
NJ
04/29/2002 - 06/27/2002
RYAN, BECK & CO., LLC. (FLORHAM PARK NJ)
NY
08/04/2000 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
PA
02/12/1991 - 08/08/2000
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NA
05/05/1989 - 02/14/1991
GLOBAL AMERICA INCORPORATED
NY
07/20/1987 - 05/08/1989
D. H. BLAIR & CO., INC. (NEW YORK NY)
NA
05/21/1987 - 07/22/1987
BARCLAY INVESTMENTS, INC.
IA
Issued 11/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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