Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McGuire is a financial advisor at Wealthcare Advisory Partners LLC in West Chester, Pennsylvania. Stephen has been in the industry since 1998 and has a Series 7, Series 6 and Series 52 licenses. Stephen also holds the Chartered Financial Analyst designation. Before joining Wealthcare Advisory Partners LLC, Stephen was employed at HSBC Securities (USA) Inc. in Central, Pennsylvania and Lazard Freres & Co. LLC in New York, New York. Wealthcare Advisory Partners LLC is an independent investment advisory firm, which provides services to individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Stephen specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
05/15/2024 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
NA
01/31/2005 - 02/08/2008
HSBC SECURITIES (USA) INC. (CENTRAL )
NY
11/03/2000 - 12/31/2002
LAZARD FRERES & CO. LLC (NEW YORK NY)
PA
09/09/1998 - 10/27/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 09/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2001
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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