Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michael Cunha is a financial advisor at Global Retirement Partners, LLC, with over 28 years of experience in the financial services industry. Stephen has a strong background in providing retirement planning and investment advice to individuals, families, and businesses. Stephen is a Certified Financial Planner™ professional and holds the Series 7 and Series 63 licenses.
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.
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.
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2
NH
07/20/2020 - Present
Global Retirement Partners LLC (Hampton NH)
MA
03/25/2017 - 07/17/2020
MML INVESTORS SERVICES, LLC (WAKEFIELD MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WAKEFIELD MA)
MA
06/23/1998 - 01/02/2015
NEW ENGLAND SECURITIES (WAKEFIELD MA)
MN
02/11/1994 - 06/11/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/11/1994 - 06/11/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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