Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Altman is a financial advisor with True Private Wealth Advisors, LLC. Stephen has been in the industry since 1996. Stephen has passed the Series 63, 65, 7, 9, 10, 31 and SIE exams. Stephen is registered as an Investment Advisor Representative (IAR) in Oregon and Louisiana. Stephen is also on the Board of Directors for Salem Health Foundation, Family Building Blocks, and Trysting Tree Foundation.
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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OR
09/17/2012 - Present
True Private Wealth Advisors, LLC (SALEM OR)
OR
09/04/2012 - 11/01/2023
PURSHE KAPLAN STERLING INVESTMENTS (SALEM OR)
OR
11/05/1996 - 09/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALEM OR)
IA
Issued 11/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/05/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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