Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McGinn is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Stephen has been working in the financial services industry since 1989. Stephen has a wide range of experience, including working with high net worth individuals, pension and profit-sharing plans, and state or municipal government entities. Stephen has a strong commitment to providing his clients with personalized financial advice and services. Stephen is also a Certified Financial Planner and Chartered Financial Consultant.
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
02/17/2011 - Present
Cambridge Investment Research Advisors, Inc. (MALVERN PA)
PA
10/17/2002 - 07/03/2008
PRINCOR FINANCIAL SERVICES CORPORATION (MALVERN PA)
DE
09/28/1989 - 10/24/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 11/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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