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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lawrence Murdock is a financial advisor with over 40 years of experience in the industry. Stephen Murdock is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2013. Prior to joining Cetera Investment Advisers LLC, Stephen Murdock was an advisor at Cetera Advisor Networks LLC and Quantum Econometrics, LLC. Stephen Lawrence Murdock specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Stephen Murdock is also a Certified Financial Planner (CFP®).
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (WHITTIER CA)
NA
10/20/1987 - 07/06/1988
LINSCO FINANCIAL GROUP, INC.
NA
06/13/1986 - 10/23/1987
COOPERATIVE FINANCIAL PLANNERS, LTD.
NA
08/17/1983 - 10/23/1987
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
07/01/1974 - 11/12/1985
TRAVELERS EQUITIES SALES, INC.
NA
07/11/1979 - 10/17/1983
UNIVERSITY SECURITIES CORPORATION
BC
Issued 10/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/24/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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