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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 P. Gunby is a registered investment advisor representative at Cetera Investment Advisers LLC. He has been in the industry since 2000 and holds Series 6, Series 63, and Series 65 licenses. Stephen has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. In addition to his work with Cetera Investment Advisers, Stephen is also the owner of Stephen P. Gunby CPA, a public accounting firm, where he provides tax and accounting services.
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.
A percentage of the total value of assets under management is charged.
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NJ
06/23/2015 - Present
Cetera Investment Advisers LLC (FAIRFIELD NJ)
NJ
08/10/2000 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 6/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/5/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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