Stephen BeinerCRD Number: 3041673
Current Firm: Raymond James & Associates, Inc.
Stephen Beiner (CRD# 3041673) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boca Raton, FL and has over 19 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Raymond James & Associates, Inc.||Boca Raton, FL||Jun 1998 - Current||19|
|Beiner And Nussbaum, Pa||Boca Raton, FL||Sep 1995 - Current||22|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV