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 Zuber is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Tamaqua, Pennsylvania. Stephen has been in the financial services industry since June 20, 1989, and holds the Series 7, 24, 63 and 65 licenses. Stephen works with individuals, high-net-worth individuals, corporations and other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Stephen specializes in financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
04/04/2011 - Present
Raymond James Financial Services Advisors, Inc. (TAMAQUA PA)
PA
10/01/2000 - 04/04/2011
WELLS FARGO ADVISORS, LLC (ALLENTOWN PA)
NC
05/01/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/01/1996 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
04/26/1993 - 07/01/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
MN
04/22/1992 - 05/05/1993
MIMLIC SALES CORPORATION (ST. PAUL MN)
OH
06/20/1989 - 04/20/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 01/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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