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 Weber is a registered investment advisor in the state of Illinois. Stephen has been in the financial industry for over 20 years, and has worked for many prominent companies including J.P. Morgan Securities LLC, Raymond James & Associates, Inc., and Wealth Management Group, LLC. Stephen is an active advisor, serving a variety of clients, including individuals, charitable organizations, pension plans, and businesses. Stephen specializes in providing financial planning and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
09/22/2024 - Present
Wealth Management Group, LLC (INVERNESS IL)
IL
11/08/2019 - 11/16/2021
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
10/01/2012 - 11/21/2019
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
02/12/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/24/2008 - 10/27/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
10/01/2008 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
09/09/2003 - 03/20/2007
ASSOCIATED INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
12/13/2001 - 03/26/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
08/23/2000 - 11/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/16/1997 - 07/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/19/1996 - 11/11/1996
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
05/30/1995 - 10/03/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
06/30/1994 - 08/09/1994
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
NJ
08/30/1990 - 11/03/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/30/1990 - 11/03/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/25/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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