ADVISOR BIO

Stephen Canter is a financial advisor with UBS Asset Management (americas) LLC. He is based in Fairfield, CT and has been working in the industry since 2012. Stephen has a Series 66, Series 7, and Series 99 license. He is registered with 53 states and the District of Columbia. Stephen specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Stephen Lewis has been in the financial industry since December 2000. Stephen is a Registered Representative of Equity Services, Inc. and is licensed in Connecticut, Florida, Maryland, and Pennsylvania. Stephen offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. Stephen also offers pension consulting services. Stephen is associated with Maffe Financial Group, a firm in Tyrone, PA, providing insurance services as an agent. Stephen is also the owner and president of Stephen S Lewis, LLC, providing retirement plan consulting services. Stephen is also the owner of a rental property in Tyrone, PA. Stephen is also licensed as an investment advisor representative. Stephen is registered as an Investment Advisor Representative with Equity Services, Inc. in Pennsylvania.

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ADVISOR BIO

Stephen Wagenbach is an investment advisor representative with Invesco Advisers, Inc. based out of Fairfield, CT. Stephen has been in the financial services industry since 2008. Stephen is licensed to provide investment advice in Texas. Stephen has Series 7, Series 31, Series 65, and Series 66 licenses. Stephen has experience working with several firms including COMMONFUND SECURITIES, INC. and SCHRODER FUND ADVISORS LLC. Stephen's specialties include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Stephen Francis Stroup is a financial advisor at Wedbush Securities Inc. Stephen has been in the financial services industry since October 2007. Stephen has experience providing financial planning, pension consulting, and educational seminars to individual and corporate clients. Stephen is also a registered investment advisor with Onward Advisors LLC.

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ADVISOR BIO

Stephen Waterman Pettit is a financial advisor registered with Wells Fargo Clearing Services, LLC since November 2016. Stephen has been in the securities industry since December 1966 and has a strong track record of providing financial planning and portfolio management services to individuals and businesses. In addition to his experience with Wells Fargo Clearing Services, LLC, Stephen has worked with a number of other firms over the course of his career, including First Union Capital Markets Corp., Butcher & Singer Inc., Shearson Lehman Hutton Inc., Paine, Webber, Jackson & Curtis Inc., Blyth Eastman Dillon & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith, Inc., and Eastman Dillon, Union Securities & Co., Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Stephen Yeung is an Investment Advisor Representative associated with USI Advisors, Inc., a firm located in Glastonbury, CT. Stephen holds a Series 65 license, having passed the Uniform Investment Adviser Law Examination in June 2008. Stephen has worked in the financial services industry since June 2006.

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ADVISOR BIO

Stevan Mark Cohen is a financial professional with over 28 years of experience in the industry. Stevan is currently registered with Lincoln Financial Distributors, Inc. and holds the Series 6, 26, and 63 licenses, as well as the SIE designation. Stevan has previously been registered with Lincoln Financial Advisors Corporation and Aetna Investment Services, Inc. Stevan is registered in New York and Texas.

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ADVISOR BIO

Steve Mattson is a financial advisor with over 27 years of experience in the industry. Steve is currently registered with Wells Fargo Clearing Services, LLC and has a Series 6, 7, 24, 31, 63, and 65 license. Steve is a licensed financial advisor in multiple states and offers a variety of financial services, including investment consulting, financial planning, and portfolio management for individuals and businesses. Steve has previously worked with A.G. Edwards & Sons, Inc., W.J. Nolan & Company, Inc., and 1717 Capital Management Company.

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ADVISOR BIO

Steve Tortora is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Steve has been in the financial services industry since 1999. Steve is a registered representative in Connecticut and Texas. Steve has passed the Series 6, 7, 9, 10, 63 and 66 exams. Steve has a strong track record of success in the financial services industry. Steve has a deep understanding of the markets and a commitment to providing clients with personalized advice and guidance. Steve is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Steve Loncar is a financial advisor who has been in the industry since 2006. Steve is currently registered with VP Distributors LLC, a firm that has been in business since 2017. Prior to joining VP Distributors LLC, Steve was with Ridgeworth Distributors LLC and SunTrust Investment Services, Inc.. Steve holds the Series 7 and 63 licenses. Steve has a history of working in the financial services industry and is committed to providing clients with personalized financial advice.

SPECIALIZATIONS