Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Coupe is a registered investment advisor representative with Clear Creek Financial Management, LLC. Stephen has been in the financial industry since 1990. Stephen holds a Series 6, 7, 24, 63 and 65 license, and a SIE certification. Stephen works with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Stephen is a partner in several real estate businesses and provides mortgage advice.
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.
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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WA
10/02/2018 - Present
Clear Creek Financial Management, LLC (Silverdale WA)
WA
12/09/2008 - 04/19/2017
FIRST ALLIED SECURITIES, INC. (SILVERDALE WA)
WA
12/17/1996 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (SILVERDALE WA)
MA
09/17/1990 - 12/05/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/17/1990 - 12/05/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2005
Series 4 - Registered Options Principal Examination
BC
Issued 09/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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