Unclaimed
Stephen Meidahl is a financial advisor with Commonwealth Financial Network. Stephen has been in the financial industry since 1985. Stephen is licensed in Colorado, Florida, Maine, New Jersey, Pennsylvania, Tennessee, Texas, and Virginia. Stephen has also passed the Series 7, 63, 24, and SIE examinations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ME
08/15/2016 - Present
Commonwealth Financial Network (Clinton ME)
PA
04/14/2000 - 08/27/2015
SECURITIES AMERICA, INC. (DOYLESTOWN PA)
NY
01/14/2000 - 04/20/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/14/1998 - 09/22/1999
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
04/02/1987 - 12/21/1988
GLOBAL INVESTOR SECURITIES, INC.
NA
09/03/1986 - 03/23/1987
EBS BROKERAGE SERVICES, INC.
NA
12/17/1986 - 03/20/1987
MOORE & SCHLEY, CAMERON & CO.
NA
12/02/1986 - 12/10/1986
DATEK SECURITIES CORP.
NA
01/28/1986 - 05/22/1986
E. F. HUTTON & COMPANY INC
NA
03/25/1985 - 01/06/1986
A. G. EDWARDS & SONS, INC.
NA
02/21/1985 - 04/01/1985
LIVADA SECURITIES, INC.
IA
Issued 03/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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