Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wierhake is a financial advisor registered with Cetera Investment Advisers LLC. Stephen Wierhake has been in the financial services industry since 1986. Stephen Wierhake is also registered with Summit Brokerage Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, H&R Block Financial Advisors, Inc. and Fortis Investors, Inc.. Stephen Wierhake is a Certified Financial Planner™. Stephen Wierhake's specializations include Retirement Planning, College Savings, Estate Planning, Insurance, and Tax Planning.
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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2
FL
04/11/2023 - Present
Cetera Investment Advisers LLC (PUNTA GORDA FL)
FL
04/24/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (PORT CHARLOTTE FL)
FL
10/05/2001 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PUNTA GORDA FL)
MI
08/20/1997 - 10/12/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
07/24/1986 - 11/04/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 05/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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