Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noah? Claim Your ProfileNoah Louis Destefano is an active broker and investment advisor representative, registered with LPL Financial LLC in Virginia and Texas. Noah has been in the industry since May 2007, starting his career with SunTrust Investment Services, Inc. in Richmond, Virginia, and then with Ameriprise Financial Services, Inc. before joining LPL in 2013. Noah has passed a number of industry exams including Series 66, Series 53, Series 4, Series 24, Series 52TO, SIE, and Series 7. Noah specializes in retirement planning, insurance, investments, mutual funds, annuities, and variable life and variable annuities.
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.
1
2
SC
08/29/2013 - Present
LPL Financial LLC (FORT MILL SC)
VA
06/15/2007 - 08/28/2013
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
01/01/2007 - 01/30/2007
AMERIPRISE FINANCIAL SERVICES, INC. (RICHMOND VA)
BOTH
Issued 01/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/26/2008
Series 4 - Registered Options Principal Examination
BC
Issued 07/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Noah Destefano is the right advisor for you? Invested Better is here to help.
