Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Haan is a financial advisor with over 39 years of experience in the industry. Stephen has been registered with SPC since January 27, 2010. Stephen has been a financial advisor for many years and has experience working with high net worth individuals, corporations, pension and profit-sharing plans, individuals, and charitable organizations. Stephen is a registered investment advisor in Michigan, California and Minnesota. Stephen is also a registered representative in Michigan, California and New Jersey. Stephen is a Series 63, Series 66, Series 24, SIE, and Series 7 licensed professional. Stephen has previously worked at Anderson & Company, Inc., North American Financial Group, Inc. and Centennial Securities Co. Stephen also has experience working with Sigma Financial Corp and Sigma Planning Corporation.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/27/2010 - Present
SPC (GRANDVILLE MI)
IL
07/19/1993 - 04/07/2000
ANDERSON & COMPANY, INC. (CHICAGO IL)
MI
06/03/1992 - 07/21/1993
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
MI
12/02/1988 - 06/09/1992
CENTENNIAL SECURITIES CO. (GRAND RAPIDS MI)
MI
05/25/1983 - 12/20/1988
PRIMUS FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
BOTH
Issued 08/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Stephen Haan is the right advisor for you? Invested Better is here to help.
