Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Mazda is a financial advisor with over 35 years of experience in the industry. Stephen is registered with Cambridge Investment Research Advisors, Inc. and is also a Registered Investment Advisor (RIA) in Pennsylvania. Stephen has worked with several firms over the years, including Cantella & Co., Inc. and Bestvest Investments, Ltd. Stephen's expertise covers a wide range of financial planning and investment services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and market timing services. Stephen is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
12/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (New Hope PA)
PA
11/27/2001 - 12/09/2022
CANTELLA & CO., INC. (NEW HOPE PA)
PA
04/26/2001 - 11/27/2001
BESTVEST INVESTMENTS, LTD. (MEDIA PA)
DE
09/01/2000 - 02/09/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
OH
06/14/2000 - 08/24/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
OH
08/28/1992 - 12/08/1998
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
MA
03/12/1984 - 12/10/1990
MANEQUITY, INC. (BOSTON MA)
BC
Issued 03/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/03/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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