Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ting is a registered investment advisor representative in the state of California. He is associated with Gradient Advisors, LLC and is located in Arden Hills, Minnesota. Stephen Ting has over 20 years of experience in the financial services industry. He has worked for a number of firms, including World Group Securities, Inc., WMA Securities, Inc. and GEMLIFE CAPITAL. Stephen Ting holds Series 6, 63, 26, and 65 licenses. His specializations include financial planning, pension consulting, and portfolio management. He offers a variety of advisory services, including financial planning, portfolio management, and selection of other advisors. He provides financial planning services to individuals, families, and businesses.
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.
Referral fees
1
2
CA
01/01/2025 - Present
Gradient Advisors, LLC (Pasadena CA)
GA
06/01/2005 - 04/30/2007
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
10/28/2003 - 04/14/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
04/12/2002 - 09/11/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
08/17/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
01/02/2000 - 06/20/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 02/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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