Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen M. Vacher is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen has been in the securities industry since 1995. Stephen has experience with providing investment advice to individuals, businesses, pension plans, and charitable organizations. Stephen has a strong background in portfolio management and has passed the Series 6, 7, 10, 63, 65, and SIE exams. Stephen holds registrations in 45 states, including Texas where Stephen is a resident. Stephen was previously employed by BANC OF AMERICA INVESTMENT SERVICES, INC. and FIDELITY BROKERAGE SERVICES LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
10/18/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWTON MA)
MA
08/11/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWTON MA)
MA
04/17/1997 - 08/14/2008
FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)
RI
10/12/1995 - 04/17/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 10/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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