Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Armstrong is a financial advisor with over 25 years of experience in the industry. Stephan currently works with LPL Financial LLC and has been with the firm since June 2018. Previously, Stephan worked with Securities America, Inc. and Sunset Financial Services, Inc. Stephan holds the Series 6, Series 22 and Series 63 licenses as well as the SIE exam. Stephan is registered with the state of California, Colorado, Florida, Michigan, Missouri, Montana, Nebraska, New Mexico, New York, Pennsylvania, South Dakota, Texas, Virginia, Washington and Wyoming.
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
CO
06/13/2018 - Present
LPL Financial LLC (WESTMINSTER CO)
CO
11/14/2014 - 06/14/2018
SECURITIES AMERICA, INC. (WESTMINSTER CO)
CO
10/04/1996 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (WESTMINSTER CO)
BC
Issued 02/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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