Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Marchut Lavallee is an investment advisor representative with Level Four Advisory Services. Stefan is a licensed professional with experience in the financial services industry since 1999. Stefan has held previous roles with Cantella & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stefan's primary focus is to help individual clients with financial planning, pension consulting, and portfolio management. Stefan is a dedicated professional who 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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
HI
01/03/2022 - Present
Level Four Advisory Services (Honolulu HI)
HI
10/05/2017 - 10/29/2019
CANTELLA & CO., INC. (Honolulu HI)
HI
04/15/1999 - 07/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)
BOTH
Issued 10/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stefan Lavallee is the right advisor for you? Invested Better is here to help.
