Unclaimed
Stephen Kremer is a financial advisor with Centaurus Financial, Inc., a firm based in Anaheim, California. Stephen has been in the financial services industry since 1983 and has experience working with individuals and businesses. Stephen is licensed in 19 states.
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.
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
MI
08/19/2013 - Present
Centaurus Financial, Inc. (AUBURN HILLS MI)
CA
06/14/2000 - 04/15/2005
BROKERAGE DESIGN & DEVELOPMENT, INC. (ORANGE CA)
CA
09/18/1989 - 09/17/1997
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NJ
09/13/1983 - 09/20/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 07/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1990
Series 24 - General Securities Principal Examination
BC
Issued 11/15/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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