Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Louis Rudolph is an investment advisor representative with MAI Capital Management, LLC. Stephen has been in the industry for over 22 years. Stephen holds the Series 63, Series 66, and Series 24 licenses. Stephen specializes in Retirement Planning, Education Planning, Asset Allocation, and Insurance. Stephen also provides services to corporations and individuals, including retirement planning, college savings planning, and wealth management. Stephen is dedicated to helping clients reach their financial goals. Previously, Stephen worked for Commonwealth Financial Network and Mercer Allied Company, L.P.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
02/05/2021 - Present
MAI Capital Management, LLC (Cleveland OH)
OH
10/07/1999 - 06/30/2017
COMMONWEALTH FINANCIAL NETWORK (CLEVELAND OH)
NY
02/21/1995 - 04/09/1996
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 12/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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