Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Paul Becker is a financial advisor with over 30 years of experience in the industry. He is currently a Managing Principal at Virtue Capital Management, LLC, a firm that provides financial planning and portfolio management services to individuals, families, and businesses. Prior to joining Virtue Capital Management, LLC, Stephen was an advisor at F500 Advisory Services, Inc. and Integrity Brokerage Services, Inc. Stephen holds a Series 63, 65, 7, and 53 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CA
12/01/2021 - Present
Virtue Capital Management, LLC (IRVINE CA)
WA
02/08/2016 - 11/15/2016
INTEGRITY BROKERAGE SERVICES, INC. (SEATTLE WA)
CA
04/29/1999 - 03/03/2016
FINANCE 500, INC. (IRVINE CA)
CA
08/11/1994 - 03/30/1999
INCOME NETWORK COMPANY (IRVINE CA)
NA
04/09/1992 - 06/22/1994
AMERICAN BUSINESS SECURITIES, INC.
MN
04/19/1991 - 05/14/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/19/1991 - 05/14/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/31/1990 - 11/19/1990
LIBERTY CAPITAL MARKETS, INC.
CA
07/18/1989 - 02/06/1990
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
IA
Issued 05/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/29/1993
Series 24 - General Securities Principal Examination
BC
Issued 11/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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