Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Zink is an active investment advisor representative associated with Raymond James Financial Services Advisors, Inc. Stephen has more than 30 years of experience in the financial services industry. He holds both Series 63 and 65 licenses, and a Series 7 registration. In addition to his role at Raymond James, Stephen also works as an associate at Birmingham Wealth Partners, LLC. He provides wealth advisory services to individual clients, businesses, and institutional clients. Stephen Zink provides a range of financial services, including portfolio management, financial planning, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
04/30/2019 - Present
Raymond James Financial Services Advisors, Inc. (Birmingham MI)
MI
06/29/2012 - 05/09/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (BIRMINGHAM MI)
MI
07/10/2009 - 06/29/2012
WUNDERLICH SECURITIES, INC. (BIRMINGHAM MI)
MI
03/13/2009 - 07/17/2009
RBC CAPITAL MARKETS CORPORATION (AUBURN HILLS MI)
MI
10/24/2001 - 03/13/2009
FERRIS, BAKER WATTS, LLC (AUBURN HILLS MI)
MA
08/28/1998 - 10/30/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MI
03/08/1996 - 08/24/1998
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NY
05/02/1994 - 03/01/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
11/28/1990 - 05/03/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
08/22/1989 - 12/08/1990
RONEY & CO. (DETROIT MI)
IA
Issued 10/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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