Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Lynn Stephens is a financial advisor in Ogden, IA. Samantha is registered with LPL Financial LLC and has been in the industry since December 2021. Samantha has a Series 66, Series 7, and a SIE license. Samantha also works for Good Wealth Financial Partners, a DBA for LPL Financial LLC. Samantha is a Notary in the State of Utah and is also the Office Manager at Functional Chiropractic Clinic. Samantha's firm LPL Financial LLC is a large financial firm with over $50 billion in assets under management and specializes in providing a variety of advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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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IA
02/22/2022 - Present
LPL Financial LLC (OGDEN IA)
BOTH
Issued 02/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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