Stephen Maser

Stephen Maser Email and Phone Number

Financial Advisor (Dual CDN/US licenced) - Aura Wealth Management | Raymond James Ltd. | Raymond James (USA) Ltd. @ Raymond James (USA) Ltd.
vancouver, british columbia, canada
Stephen Maser's Location
Kelowna, British Columbia, Canada, Canada
Stephen Maser's Contact Details

Stephen Maser personal email

Stephen Maser phone numbers

About Stephen Maser

Stephen is the founder of Aura Wealth Management at Raymond James. Aura Wealth Management focuses on financial planning and wealth management for professionals, business owners and their families. Stephen is a dual Canada/U.S. licensed Financial Advisor with the ability to help both Americans and Canadians with cross-border investment solutions. Visit www.aurawealthmanagement.ca for a more information.Specialties: Financial Planning for Business & Professionals; Specialization in Tax EfficiencyFinancial & Retirement Planning; Insurance Planning; Investor Education; Cross-border investment strategies; Disclaimers:Raymond James Ltd. http://bit.ly/1nspoNnRaymond James (USA) Ltd. https://bit.ly/2OBLFt9/*********/Raymond James Ltd. Social Media disclaimer: http://bit.ly/1nspoNnRaymond James (USA) Ltd. is a member of FINRA/SIPC. Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. www.rjlu.com

Stephen Maser's Current Company Details
Raymond James (USA) Ltd.

Raymond James (Usa) Ltd.

View
Financial Advisor (Dual CDN/US licenced) - Aura Wealth Management | Raymond James Ltd. | Raymond James (USA) Ltd.
vancouver, british columbia, canada
Website:
rjlu.com
Employees:
36
Stephen Maser Work Experience Details
  • Raymond James (Usa) Ltd.
    Financial Advisor
    Raymond James (Usa) Ltd. Jan 2014 - Present
    Kelowna, Bc
    Specialization in cross-border investment and wealth management for Canadians living in the United States and Americans living in Canada.
  • Edward Jones
    Finanical Advisor
    Edward Jones Jan 2004 - Dec 2007
    Retirement Planning; Insurance Planning; Investor Education
  • Bj Services
    Service Engineer & Supervisor
    Bj Services Jun 1996 - Jan 2004
    Job planning and calculations of high pressure pumping applications (Oil Field).- Primary cement jobs, new oil and gas wells- Remedial cement and acid Jobs, oil and gas stimulation, existing oil and gas wells- Support pumping applications, fracturingDisciplined supervisor/team player responsible for crew, equipment and job safety both on location and in the shop environment.Equipment maintenance, client relations, billing and training of new engineers.

Stephen Maser Skills

Retirement Planning Wealth Management Financial Advisory Strategic Financial Planning Investments Financial Planning Mutual Funds Financial Planners Estate Planning Wealth Finance Portfolio Management Investment Strategies Small Business Securities Insurance Retirement Investment Advisory Financial Services Business Planning Asset Management Wealth Accumulation Strategic Planning Equities Risk Management Fixed Annuities Wealth Management Services Asset Allocation Alternative Investments Critical Illness Income Protection Financial Risk Life Insurance Investment Management Pensions Disability Insurance Asset Managment High Net Worth Individuals Iras Insurance Planning

Stephen Maser Education Details

  • Kaplan University
    Series 66; Uniform Combined State Law
  • Kaplan University
    Kaplan University
    Series 7; U.S. General Securities
  • Canadian Securities Institute
    Canadian Securities Institute
    Finance
  • Canadian Securities Institute
    Canadian Securities Institute
    Finance
  • Canadian Securities Institute
    Canadian Securities Institute
    Finance
  • Canadian Securities Institute
    Canadian Securities Institute
    Insurance
  • Olds College
    Olds College
    Agriculture

Frequently Asked Questions about Stephen Maser

What company does Stephen Maser work for?

Stephen Maser works for Raymond James (Usa) Ltd.

What is Stephen Maser's role at the current company?

Stephen Maser's current role is Financial Advisor (Dual CDN/US licenced) - Aura Wealth Management | Raymond James Ltd. | Raymond James (USA) Ltd..

What is Stephen Maser's email address?

Stephen Maser's email address is st****@****jlu.com

What is Stephen Maser's direct phone number?

Stephen Maser's direct phone number is +140350*****

What schools did Stephen Maser attend?

Stephen Maser attended Kaplan University, Kaplan University, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Olds College.

What are some of Stephen Maser's interests?

Stephen Maser has interest in Economic Empowerment, Politics, Food And Wine, Education, Reading, Poverty Alleviation, Science And Technology, Arts And Culture, Martial Arts, Travel.

What skills is Stephen Maser known for?

Stephen Maser has skills like Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial Planning, Investments, Financial Planning, Mutual Funds, Financial Planners, Estate Planning, Wealth, Finance, Portfolio Management.

Who are Stephen Maser's colleagues?

Stephen Maser's colleagues are Vincent Wen, Tommy Lieu, Glenn Wheelock, Ricp, Wms, Brian Steele Cpa Ca Cfa, Matteo Triggiano, Cim®, Barb Majerski, Abdel Adil.

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