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Stephen Patrick Emanuels

EQ Wealth Management

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About Stephen Patrick Emanuels

Stephen Patrick Emanuels is an investment advisor representative with EQ Wealth Management. Stephen Patrick Emanuels has been in the securities industry since 1998 and is registered with the state of Washington. Stephen Patrick Emanuels is also a certified financial planner and has a Personal Financial Specialist designation. Stephen Patrick Emanuels is a general partner with Axiom-West LLC, a real estate project development company. Stephen Patrick Emanuels provides financial planning services to individuals, families, and trusts.

Firm Information

Stephen Emanuels is currently registered with EQ Wealth Management. EQ Wealth Management is an investment advisor headquartered in with 6 investment adviser representatives. The firm has $593,745,099 in regulatory assets under management and provides services such as financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.

$593.75M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Emanuels’s Registration & Firm History

WA

03/07/2018 - Present

EQ Wealth Management (BELLEVUE WA)

WA

03/06/2000 - 07/31/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (BELLEVUE WA)

MO

11/03/1998 - 03/06/2000

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 11/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/02/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Patrick Emanuels.
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