Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Richard Waite is a financial advisor with over 10 years of experience in the industry. Stephen is registered with Great Valley Advisor Group, Inc. Stephen is a Series 66 and Series 7 licensed advisor. Stephen has worked for various firms including Cantella & Co., Inc., Raymond James Financial Services, Inc., and Investacorp, Inc. Stephen is also a Registered Investment Advisor (RIA) and provides investment advisory services through Great Valley Advisor Group, Inc., and Waite Wealth Management. Stephen specializes in providing investment advisory services to individuals, businesses, and retirement plans.
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.
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.
Consulting services
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.
1
2
NY
11/17/2022 - Present
Great Valley Advisor Group, Inc. (Morrisonville NY)
NY
02/12/2016 - 11/17/2022
CANTELLA & CO., INC. (Morrisonville NY)
NY
06/08/2015 - 02/16/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLATTSBURG NY)
NY
04/04/2012 - 05/21/2015
INVESTACORP, INC. (PLATTSBURGH NY)
BOTH
Issued 02/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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