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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 Lowell Zannetti is a financial advisor with over three years of experience in the financial services industry. Stephen is currently registered as a Registered Investment Advisor in Michigan and is employed at AE Wealth Management, LLC. Stephen has a broad range of experience working with clients in the financial services industry, including working as a wealth advisor and insurance agent with Burzynski Group Retirement Solutions. Stephen is dedicated to providing comprehensive financial advice and strategies to clients, including financial planning, pension consulting, and portfolio management. Stephen has a proven track record of success in helping clients achieve their financial goals. Stephen is also committed to staying up to date on the latest industry trends and regulations, ensuring that clients receive the best possible advice.
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.
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MI
02/07/2022 - Present
AE Wealth Management, LLC (Troy MI)
MI
06/17/2019 - 01/19/2022
CITIZENS SECURITIES, INC. (WARREN MI)
IA
Issued 11/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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