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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 Cheifetz is a financial advisor registered with Mercer Global Advisors Inc. and Kades & Cheifetz, LLC. Stephen is registered to provide investment advisory services in Pennsylvania, Texas, Florida and New Jersey. Stephen has been in the industry since 2014 and has worked for both Kades Financial, Inc. and Kades & Cheifetz, LLC before joining Mercer Global Advisors Inc. Stephen also holds the Series 65 - Uniform Investment Adviser Law Examination certification.
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.
Trust services, estate planning, tax return preparation, consultation
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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FL
10/25/2024 - Present
Mercer Global Advisors Inc. (Boca Raton FL)
IA
Issued 11/29/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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