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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 Subers Lee is a financial advisor who is licensed to provide investment advice in Pennsylvania and Texas. Stephen is affiliated with Logan Capital Management, Inc., which is headquartered in Newtown Square, Pennsylvania. Stephen has been in the industry since 1991. Stephen's previous employment history includes positions at National Securities Corporation, VFINANCE INVESTMENTS, INC, VFINANCE INVESTMENTS, MERCER SECURITIES, LTD. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Stephen's areas of specialization include: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Financial Planning, Selection of Other Advisers, and Publication of Periodicals.
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.
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.
Strategic management for diversified investment portfolios.
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
06/09/1997 - Present
Logan Capital Management, Inc. (Newtown Square PA)
PA
12/17/2012 - 10/02/2017
NATIONAL SECURITIES CORPORATION (ARDMORE PA)
PA
01/01/2002 - 12/17/2012
VFINANCE INVESTMENTS, INC (ARDMORE PA)
FL
02/14/1995 - 01/01/2002
VFINANCE INVESTMENTS (BOCA RATON FL)
NA
01/01/1993 - 02/09/1995
MERCER SECURITIES, LTD.
NY
08/12/1991 - 05/07/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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