Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan D'angelo is a financial advisor who has been in the industry since 2012. Stefan is currently registered with LPL Financial LLC and has also worked for Lincoln Financial Securities Corporation, Valic Financial Advisors, Inc., Morgan Stanley and QA3 Financial Corp. Stefan is a Certified Financial Planner and has passed the Series 7, Series 66 and SIE exams. Stefan specializes in financial planning, portfolio management, and consulting. Stefan works with a wide range of clients, including individuals, families, businesses, and charitable organizations. Stefan provides a variety of services, including financial planning, investment management, retirement planning, and insurance. Stefan is committed to helping clients achieve their financial goals.
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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2
AK
01/26/2024 - Present
LPL Financial LLC (ANCHORAGE AK)
AK
10/04/2021 - 07/26/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (Anchorage AK)
AK
06/19/2013 - 10/13/2021
VALIC FINANCIAL ADVISORS, INC. (ANCHORAGE AK)
NV
08/02/2012 - 06/07/2013
MORGAN STANLEY (RENO NV)
NV
07/26/2010 - 09/01/2010
QA3 FINANCIAL CORP. (RENO NV)
BOTH
Issued 08/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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