Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lyoung Ong is a registered Investment Advisor Representative (IAR) with Ballentine Partners, a firm headquartered in Waltham, Massachusetts. Stephen has been with the firm since June 2023, having previously worked at Fidelity Investments in Boston and Beach Point Capital Management in Santa Monica. Stephen holds a Series 65 license which is a Uniform Investment Adviser Law Examination. Stephen specializes in providing financial planning, educational seminars, and portfolio management services for individuals, pooled investment vehicles, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Project fees
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MA
11/03/2023 - Present
Ballentine Partners (Waltham MA)
IA
Issued 11/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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