Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lalli is a financial advisor at Planmember Securities Corp. Stephen has been in the industry since 1995 and has a strong track record of success in providing financial advice to individuals, families, and businesses. Stephen is committed to helping his clients achieve their financial goals and provides personalized financial planning and investment management services. Stephen holds Series 6 and Series 63 licenses and is registered in Arizona, California, Connecticut, Delaware, Florida, Georgia, Nevada, New Jersey, Pennsylvania, South Carolina, Utah, and Wisconsin. Stephen is also an active member of the community.
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.
Provides investment supervisory 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.
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CA
10/12/2006 - Present
Planmember Securities Corp. (TORRANCE CA)
CA
02/23/2006 - 08/16/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (PASADENA CA)
CA
12/05/2005 - 02/01/2006
METLIFE SECURITIES INC. (TORRANCE CA)
CA
12/05/2005 - 02/01/2006
METROPOLITAN LIFE INSURANCE COMPANY (TORRANCE CA)
NJ
11/27/2001 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
GA
11/20/1995 - 12/06/2001
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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