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Stephen Laurence Shloss

Money Concepts Capital Corp.

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About Stephen Laurence Shloss

Stephen Laurence Shloss is a financial advisor with over 15 years of experience in the industry. Stephen is registered with Money Concepts Capital Corp., and is currently licensed in California. Stephen has previously worked at Crown Capital Securities, L.P. and Next Financial Group, Inc., in addition to working as a Real Estate Broker. Stephen holds a Certified Financial Planner designation. Stephen specializes in providing investment advice and financial planning services for individuals, businesses, and charitable organizations.

Firm Information

Stephen Shloss is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Stephen Shloss’s Registration & Firm History

FL

11/08/2023 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

CA

06/08/2017 - 11/16/2023

CROWN CAPITAL SECURITIES, L.P. (MISSION VIEJO CA)

CA

02/01/2011 - 06/08/2017

NEXT FINANCIAL GROUP, INC. (IRVINE CA)

CA

11/26/2007 - 02/07/2011

METLIFE SECURITIES INC. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 11/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephen Laurence Shloss. Review regulatory record here.
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