Unclaimed
Stefan Nabih Sabbagh is a financial advisor with over 19 years of experience in the industry. Stefan has a broad range of experience and is registered to provide both investment advisory and broker-dealer services. Stefan has held positions at several firms including Ameriprise Financial Services, LLC, VOYA Financial Advisors, INC., ING Financial Advisors, LLC, and Tower Square Securities, INC. Stefan is currently a registered representative of LPL Financial LLC and a registered investment advisor representative of both Alpha Pension Group, a division of Hub New England, and Global Retirement Partners. Global Retirement Partners LLC is an independent investment advisor firm that specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
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.
1
2
CT
05/02/2023 - Present
Global Retirement Partners LLC (Windsor CT)
CT
01/03/2020 - 05/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Putnam CT)
CT
12/17/2010 - 10/18/2019
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
03/13/2006 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CA
05/06/2004 - 02/24/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 12/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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