Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Mayhew is a financial advisor with over 35 years of experience in the industry. He is currently registered with Lincoln Investment and Capital Analysts, both in Pennsylvania. Stephen has a wide range of experience, holding licenses in several states and passing various industry exams, including the Series 3, 7, 24, 63, 87, and SIE. His expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors. He holds the designation of Chartered Financial Analyst and has served as a FINRA Arbitrator. Stephen has been involved in providing financial services since 1987 and is committed to providing clients with personalized financial guidance.
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.
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.
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2
PA
06/01/2012 - Present
Lincoln Investment (Fort Washington PA)
PA
01/21/1987 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WEST CONSHOHOCKEN PA)
BC
Issued 06/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/23/2001
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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