Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Steward is a financial advisor with over 50 years of experience in the industry. Stephen has a wide range of experience in financial planning, insurance brokerage, and pension consulting. Stephen is currently registered with SPC and has been with the firm since 2008. Prior to that, Stephen worked for Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Stephen also has experience working in the financial services industry, including serving as a general board member for the South Shore Condo Association. Stephen is committed to providing clients with personalized financial advice and helping them reach 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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
IN
09/10/2008 - Present
SPC (FORT WAYNE IN)
IN
05/14/1969 - 05/06/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/14/1969 - 06/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BOTH
Issued 09/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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