Unclaimed
Stephen Tucker is a financial advisor with Cetera Investment Advisers LLC. Stephen has been in the financial services industry since 1997 and is registered with the state of Virginia. Stephen is also a Certified Financial Planner. Stephen has experience providing a range of financial services to clients, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. He also offers educational seminars. Stephen is committed to helping his clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (RESTON VA)
VA
05/26/2000 - 04/27/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Reston VA)
MN
05/26/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NC
08/03/1998 - 04/24/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
06/26/1997 - 06/11/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/26/1997 - 06/11/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Tucker is the right advisor for you? Invested Better is here to help.