Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Paluck is a financial advisor with Wealthcare Advisory Partners LLC. Stephen has been in the industry since 2007 and is registered in 14 states. Stephen has a wide range of experience, including working with high-net-worth individuals, corporations, and pension plans. Stephen provides investment advice and financial planning services. Stephen's firm, Wealthcare Advisory Partners LLC, has a total of 4,541,661,225 in regulatory assets under management.
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.
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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CA
11/17/2021 - Present
Wealthcare Advisory Partners LLC (Rancho Cordova CA)
CA
08/31/2012 - 11/23/2021
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
CA
06/24/2010 - 09/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
MA
03/25/2003 - 04/23/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/25/2003 - 04/23/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/10/2001 - 11/15/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 07/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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