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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Zhou is an Investment Advisor Representative at Fountainhead Advisors with over 6 years of experience in the financial services industry. Stephen is registered with the state of California and holds Series 6, 63, 65 and SIE licenses. Stephen has been with Fountainhead Advisors since December 2020 and previously worked at MML Investors Services, LLC. Stephen also works as an insurance broker selling Life Insurance, Disability Insurance, Long Term Care Insurance, and Annuities through MassMutual. Stephen specializes in financial planning, portfolio management for individuals and selection of other advisors. Stephen has a strong commitment to providing personalized service 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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
CA
12/23/2020 - Present
Fountainhead Advisors (San Ramon CA)
CA
02/17/2016 - 01/05/2021
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
IA
Issued 01/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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