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||6|
|Tower Financial Partners||Tamaqua, PA||Apr 2011 - Current||6|
|Raymond James Financial Services Advisors||Tamaqua, PA||Apr 2011 - Current||6|
|Raymond James Financial Services||Tamaqua, PA||Mar 2011 - Current||6|
|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