Brokers, Financial Advisors and Insurance Agents: An Investigative Process - the Book that Some May Not Want Their Clients to Read

Brokers, Financial Advisors and Insurance Agents: An Investigative Process - the Book that Some May Not Want Their Clients to Read

by Stephen Stellhorn

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Product Details

BN ID: 2940016540177
Publisher: CALMSEASMEDIA
Publication date: 06/27/2013
Sold by: Barnes & Noble
Format: NOOK Book
File size: 1 MB

About the Author

Stephen J. Stellhorn is the founder of MSM Capital Management, LLC (MSM). His financial services career spans over twenty-five years in banking, investments and insurance. He has held positions in retail and institutional bond sales, fixed income portfolio management, U.S. Government bond trading, bank balance sheet management, brokerage branch sales management and insurance and financial planning.

The retirement model in the 21st century will be designed by collaborating with clients to assist them in developing a blueprint for understanding and efficiently utilizing their personal capital. When optimized, these capital sources; human, social and financial work synergistically to create a floor of income to offset "essential" expenses no matter what market conditions exist. This holistic approach to longevity planning is vastly different from traditional investment planning.

He holds the Retirement Management Analyst (RMA℠) designation through the Retirement Income Industry Association (RIIA), of which he is an individual member. He has passed the FINRA and MSRB securities exams for the Series 7, 8, 24, 4, 27, 55, 63 and 65, and the Series 52 and 53. In addition, he has passed the State of Florida 2-15 insurance exam and is a Florida licensed insurance agent.

Stellhorn completed the Retirement Management Analyst Program at Boston University’s Center for Professional Education. He also completed and received a Certificate in Financial Planning from Kaplan University. He is a graduate of The Florida State University; earning dual Bachelor of Science degrees in International Business and Biological Science. Stellhorn is a member of the fraternity of Phi Gamma Delta.

Past firms he has been associated with include Waddell & Reed Financial Advisors, AXA Advisors, LLC, Charles Schwab & Co., ABN AMRO North America, European American Bank (EAB), NCNB, Pan American Bank, Mabon Nugent & Co. and Southeast Bank.

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