Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ondeck is a financial advisor with California Financial Advisors. Stephen has been in the financial industry since 1994. Stephen has a Series 7 and Series 63 license. Stephen has also been selling long term care insurance since 1995. Stephen is registered in California and has been registered with the state of California since 1998.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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CA
01/01/2025 - Present
California Financial Advisors (SAN RAMON CA)
CA
05/04/1998 - 08/05/2014
FINANCIAL TELESIS INC (SAN RAMON CA)
IN
02/17/1994 - 05/28/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/17/1994 - 05/28/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 01/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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