Stephen Zuber
Stephen Zuber is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tamaqua, PA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
107 East Broad Street, Suite 4, Tamaqua, PA, 18252
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is an agent for non-variable insurance, providing fixed income alternatives with fixed annuity products, dedicating minimal time to this. He is also an independent contractor for Tower Financial Partners as a financial advisor and investment sales representative, taking about half of Stephen's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Mimlic Sales CorporationBroker
Capital Analysts, IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.