Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Matthew Schlichter is an investment advisor representative with Independence Square Holdings, LLC. Stephen has been in the financial services industry since November 4, 1984. Stephen has passed the Series 6, 7, 22, and 63 exams. Stephen is registered to provide investment advice in 27 states, including Florida, Pennsylvania and California. Stephen's experience and qualifications make Stephen well-suited to provide financial advice to a range of clients, including high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Stephen's firm, Independence Square Holdings, LLC, is a registered investment advisor firm that provides a range of financial services, including investment advisory, financial planning, cash management, and mortgage services. Independence Square Holdings, LLC manages approximately $1 billion - $10 billion in assets for over 50 clients.
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.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
PA
01/13/2020 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
02/03/1988 - 12/24/2015
FSC SECURITIES CORPORATION (POTTSTOWN PA)
NA
11/05/1984 - 02/18/1988
CIGNA SECURITIES, INC.
BC
Issued 10/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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