Stephen Ulmer (CRD# 3076373) is an Investment Advisor Representative working at Primerica Advisors in Copiague, NY and has over 25 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ahold Supermarkets | Rocky Point, NY | Sep 2017 - Current | 6 |
| Pfs Investments Inc. | Copiague, NY | May 1998 - Current | 25 |
| Primerica Financial Services | Copiague, NY | May 1997 - Current | 26 |
| Pfs University | Bohemia, NY | Feb 2001 - Jan 2019 | 17 |
| Psk Supermarket Inc. | Rocky Point, NY | Nov 2015 - Sep 2017 | 1 |
| Waldbaums Inc. | Shirley, NY | Sep 1981 - Nov 2015 | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
- NY
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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