Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Salinger is a financial advisor with over 20 years of experience in the industry. Stephen is registered with Jacobi Capital Management, LLC, and is licensed in multiple states, including Pennsylvania, New York, Florida, Maryland, Massachusetts, and Virginia. Stephen has a diverse background, having previously worked for MML Investors Services, LLC, MSI Financial Services, Inc., Financial Network Investment Corporation, Princor Financial Services Corporation, and MONY Securities Corporation. Stephen has extensive experience in financial planning, portfolio management, and pension consulting. Stephen is committed to providing personalized financial advice to individuals and families, helping them achieve their financial goals.
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.
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
PA
09/23/2022 - Present
Jacobi Capital Management, LLC (Berwyn PA)
PA
03/25/2017 - 09/21/2022
MML INVESTORS SERVICES, LLC (NEWTOWN SQUARE PA)
PA
10/13/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
06/25/2008 - 10/10/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (KING OF PRUSSIA PA)
PA
02/27/2003 - 06/25/2008
PRINCOR FINANCIAL SERVICES CORPORATION (RYDAL PA)
NY
08/17/2001 - 12/20/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 08/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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