Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Robert Gegg is a registered investment advisor representative with Ascensus Investment Advisors, LLC. Stephen has been in the industry since 2011 and has passed the Series 7, Series 66, and SIE exams. His current registration is in Massachusetts. Previously Stephen worked at Valley Forge Asset Management, LLC and BB&T - Northeast Inst Trust-Service. Stephen specializes in portfolio management for pooled investment vehicles. Stephen has been working with Ascensus since 2021.
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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
PA
06/08/2021 - Present
Ascensus Investment Advisors, LLC (LITITZ PA)
PA
08/18/2011 - 03/11/2016
VALLEY FORGE ASSET MANAGEMENT, LLC (BLUE BALL PA)
BOTH
Issued 07/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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