Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Thomas Kirchner is a financial advisor who has been in the industry since September 1987. Stephen is currently registered with Janney Montgomery Scott LLC. Stephen has a history of working for other firms, including Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Stephen is also a Certified Financial Planner. In addition to working as an advisor, Stephen is a member of the Board of Directors and Strategic Planning & Finance Committees of the Lancaster Family YMCA.
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.
Fee plus commission
1
2
PA
08/03/2022 - Present
Janney Montgomery Scott LLC (LANCASTER PA)
PA
04/02/2007 - 12/03/2008
MORGAN STANLEY & CO. INCORPORATED (LANCASTER PA)
PA
09/24/1987 - 04/02/2007
MORGAN STANLEY DW INC. (LANCASTER PA)
IA
Issued 08/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/05/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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