Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Alibrandi is a financial advisor with UBS Financial Services Inc., located in Boston, MA. Stephen has been in the financial services industry since 2012. Stephen is a Registered Representative and Investment Advisor Representative, and holds the Series 6, 7, 63, and 65 licenses. Stephen has a broad range of experience in providing financial advice and investment management services. Stephen previously worked at First Republic Securities Company, LLC and MFS Fund Distributors, Inc..
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
08/26/2024 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
09/19/2019 - 06/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
MA
10/24/2012 - 08/28/2019
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 11/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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