Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Catalano is a financial advisor with over 25 years of experience in the financial services industry. Stephen is registered as a broker-dealer and investment advisor representative. Stephen specializes in providing financial planning and investment management services to individuals, families, and businesses. Stephen is a managing partner and shareholder at W3 Wealth Advisors, LLC. Stephen also works as a financial advisor with Valmark Advisers, Inc., where he is a registered representative. Stephen is committed to providing his clients with personalized financial advice that meets their unique needs and 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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
10/01/2020 - Present
Valmark Advisers, Inc. (Akron OH)
OH
06/23/2006 - 10/02/2020
WELLS FARGO CLEARING SERVICES, LLC (AKRON OH)
OH
05/29/1998 - 07/14/2006
UBS FINANCIAL SERVICES INC. (AKRON OH)
IA
Issued 04/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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