Stephen Wershing, CFP

SharkPreneur · May 5, 2016 · 28m

I entered the financial services profession in 1987. From representative at Waddell & Reed, I became District Manager and then Division Manager. In 1994 I established an independent practice. By the end of 1996, I was working at the home office of Wall Street Financial Group, eventually rising to Chief Operating Officer. In 2002 I was hired to develop a small independent firm which eventually became Ensemble Financial Services, which I ran until 2010. One of our proudest moments from those years was receiving a Broker Dealer Excellence Award from Boomer Market Advisor magazine. You can…