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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 Robert Sharkey is a financial advisor at Cetera Investment Advisers LLC, a financial firm with over 100 billion dollars under management. Stephen is a Registered Representative of the firm and has been in the financial industry since July 2007. Stephen is also a licensed insurance agent and owns a separate insurance firm in PA. Stephen is able to provide financial services and advice to a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Stephen is passionate about helping clients achieve their financial goals and works with them to develop customized plans that meet their specific needs. Stephen has been working in the industry for many years and brings a wealth of experience to his clients.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (BLUE BELL PA)
PA
10/10/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BLUE BELL PA)
PA
07/17/2007 - 10/15/2019
NATIONWIDE SECURITIES, LLC (WAYNE PA)
BOTH
Issued 9/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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