Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Leslie Coffman is an investment advisor representative at Wealthcare Advisory Partners LLC. Stephen has been in the financial services industry for over 29 years. Stephen holds a Series 7, Series 63, Series 65, Series 24, and Series 51. Stephen is licensed in Arizona, California, Colorado, Delaware, District of Columbia, Florida, Kansas, Maryland, Missouri, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Stephen specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Stephen is committed to helping 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.
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.
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2
PA
10/28/2020 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
VA
02/25/2013 - 10/28/2020
UNITED BROKERAGE SERVICES, INC (FAIRFAX VA)
MD
02/07/2011 - 02/27/2013
CANTELLA & CO., INC. (GAITHERSBURG MD)
MD
09/12/2006 - 02/08/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (GAITHERSBURG MD)
VA
06/15/2005 - 09/07/2006
SUNTRUST INVESTMENT SERVICES, INC. (STERLING VA)
WV
10/01/1998 - 06/03/2005
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
NC
07/02/1998 - 10/01/1998
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
MD
11/16/1994 - 06/29/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 05/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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