ADVISOR BIO

Stephen Morales is a financial advisor registered with LPL Financial LLC. Stephen has been in the industry since 2023, and holds licenses for both Series 6 and Series 63. Stephen offers a variety of services, including financial planning, pension consulting, and educational seminars. He is registered in 27 states and specializes in providing services to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Stephen Bennett is a financial advisor with over 10 years of experience in the industry. Stephen currently holds a Series 63 license and is registered with Citigroup Global Markets Inc. in California. Stephen previously worked with J.P. MORGAN SECURITIES LLC, where he was a financial advisor. He is also licensed in a wide range of states. Stephen specializes in portfolio management for individuals and businesses. His primary focus is on helping clients achieve their financial goals through customized investment strategies. Stephen provides investment advice through Citigroup Global Markets Inc., which has more than $50 billion in assets under management.

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ADVISOR BIO

Stephen Sheffield is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen has been working in the financial industry since 2005. Stephen is registered with FINRA and the states of Arizona, California, Colorado, District of Columbia, Florida, Idaho, Illinois, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

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ADVISOR BIO

Stephen Andrew Doster is an Investment Advisor Representative and a Certified Financial Planner. Stephen is currently registered with Pathview Wealth Advisors in California and Texas. Stephen has been in the financial services industry for over 14 years and has a strong background in financial planning and portfolio management. Stephen has experience working with individuals and families, as well as charitable organizations and high-net-worth individuals. Stephen's focus is on providing personalized financial advice and investment strategies to help clients achieve their financial goals.

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ADVISOR BIO

Stephen Maguire is an active investment advisor representative with Commonwealth Financial Network. Stephen has been in the industry since 1972. Stephen Maguire is licensed in 33 states and is registered in California. Stephen Maguire has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans.

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Stephen Edward Masula is a financial advisor with Advisors Wealth Management, Inc. and has been in the industry since 1985. Stephen is a Certified Financial Planner and has a Series 7 license. He offers financial planning, pension consulting, portfolio management for individuals and businesses. Clients can also expect Stephen to provide financial advice in other fields such as insurance, real estate and accounting. Stephen is located in Carlsbad, California and has been with Advisors Wealth Management, Inc. since October 2014.

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ADVISOR BIO

Stephen Crowder is a financial advisor with Wells Fargo Clearing Services, LLC, and has been in the industry since 2014. Stephen is registered with FINRA and the state of California, Nevada, and others. Stephen is also a Registered Investment Advisor and is licensed to provide financial advice in California and Nevada. Stephen has worked for a variety of firms in the industry, including Bank of the West, Wells Fargo Advisors, LLC and LPL Financial LLC. Stephen has earned a Series 66, Series 7TO, SIE, and Series 7 license. Stephen specializes in providing financial advice to individuals, businesses, and institutions. Stephen's areas of expertise include financial planning, investment management, and retirement planning. Stephen is committed to providing his clients with the highest level of service and expertise. Stephen has received the "Client Choice Award" from Wells Fargo Advisors for the past three years.

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ADVISOR BIO

Stephen Higgins is a financial advisor with Eagle Strategies LLC. Stephen has 14 years of experience in the financial services industry. Stephen is registered with the state of California. Stephen is also a registered representative with FINRA. Stephen has passed the Series 7, Series 6, Series 63 and the SIE exams. Stephen specializes in financial planning, portfolio management, and educational seminars. Stephen's firm offers a range of financial services, including financial planning, investment management, and educational seminars. The firm's clients include individuals, families, businesses, and charities.

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ADVISOR BIO

Stephen Lowery is a registered representative with J.p. Morgan Securities LLC. Stephen Lowery is a licensed advisor in California and Texas. Stephen Lowery has been active in the securities industry since October 18, 2018. Stephen Lowery has Series 6, 7TO, 63 and 66 licenses and is a registered investment advisor. Stephen Lowery is associated with the San Diego branch of J.p. Morgan Securities LLC.

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ADVISOR BIO

Stephen Tarin is a financial advisor with Ameriprise Financial Services, LLC. Stephen has been in the industry since May 21, 2006. Stephen is registered with the state of California, as well as Texas. Stephen has a strong track record of success in providing financial planning and investment advice to individuals, families, and businesses. Stephen has a variety of specializations, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors.

SPECIALIZATIONS