Stephen ZuberCRD Number: 1849886
Current Firm: Raymond James Financial Services Advisors, Inc.
Stephen Zuber (CRD# 1849886) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tamaqua, PA and has over 27 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Msi Financial Services, Inc.
Andesa Financial Management, Inc.
|Tamaqua Area Middle School||Tamaqua, PA||Aug 2015 - Current||1|
|Non-variable Insurance||Tamaqua, PA||Aug 2012 - Current||4|
|Non-variable Insurance||Tamaqua, PA||Jul 2011 - Current||5|
|Insurance-non Variable||Tamaqua, PA||Apr 2011 - Current||5|
|Tower Financial Partners||Tamaqua, PA||Apr 2011 - Current||5|
|Raymond James Financial Services Advisors||Tamaqua, PA||Apr 2011 - Current||5|
|Raymond James Financial Services||Tamaqua, PA||Mar 2011 - Current||5|
|Wachovia Securities, LLC||Tamaqua, PA||Jun 2003 - Mar 2011||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1989|
|S65||NASAA Investment Advisors Law Examination||Jan 1998|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops
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