Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen William Gierl is a financial advisor with over 30 years of experience in the industry. Stephen currently works with Avantax Advisory Services and Avantax Planning Partners, Inc. Stephen is a Certified Financial Planner and holds Series 3, 7, 24, 31, 53 and 63 licenses. Stephen specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Stephen is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/05/2024 - Present
Avantax Advisory Services (DALLAS TX)
PA
09/02/2014 - 11/29/2017
PURSHE KAPLAN STERLING INVESTMENTS (Sarver PA)
PA
02/16/2007 - 09/11/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (SARVER PA)
PA
08/04/1989 - 02/20/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (SARVER PA)
NA
01/25/1989 - 08/12/1989
AMOS-LEE SECURITIES, INC.
NA
11/07/1984 - 02/14/1989
PRUDENTIAL-BACHE SECURITIES INC.
NA
01/19/1983 - 11/02/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
IA
Issued 07/13/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/26/1989
Series 24 - General Securities Principal Examination
BC
Issued 11/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/1983
Series 3 - National Commodity Futures Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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