Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Nathaniel Stern is a financial advisor with LPL Financial LLC. Ethan has been in the industry since October 2018. Ethan is registered with FINRA and has passed Series 7 and Series 66 exams. Ethan has been registered as an Investment Advisor Representative in Florida since December 2022. Previously, Ethan was employed by Morgan Stanley. Ethan has experience providing financial planning and portfolio management services to individuals and businesses. Ethan currently works from the Boca Raton office.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
08/29/2024 - Present
LPL Financial LLC (BOCA RATON FL)
FL
10/25/2018 - 12/14/2022
MORGAN STANLEY (BOCA RATON FL)
BOTH
Issued 11/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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