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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michael Gish is a financial advisor with Raymond James Financial Services Advisors, Inc. Stephen has been working in the financial services industry since 1993. Stephen is registered with the state of New Jersey. Stephen has a Series 7, Series 31, Series 63, and Series 65 license, and holds the SIE designation. Stephen has worked for several firms during their career, including PNC INVESTMENTS, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., MORGAN STANLEY DW INC., NETWORK 1 FINANCIAL SECURITIES INC., and L.C. WEGARD & CO., INC.. Stephen provides services such as financial planning, portfolio management for individuals, and portfolio management for businesses.
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
NJ
11/18/2009 - Present
Raymond James Financial Services Advisors, Inc. (Mount Laurel NJ)
NJ
08/15/2005 - 11/09/2009
PNC INVESTMENTS (VINELAND NJ)
MA
10/20/2004 - 08/09/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
01/18/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
07/24/1995 - 01/14/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
08/03/1994 - 05/30/1995
NETWORK 1 FINANCIAL SECURITIES INC. (RED BANK NJ)
NY
02/10/1993 - 08/04/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 08/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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