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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 Marc Weiner is an investment advisor representative with Advisors Capital Management, LLC. Stephen holds the Series 65 license. Stephen has been a registered investment advisor representative since August 2020. Stephen Weiner has 38 years of experience in the industry. Stephen's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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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CT
08/29/2020 - Present
Advisors Capital Management, LLC (Glastonbury CT)
IA
Issued 08/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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