Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Anthony Velasquez is a financial advisor based in SAN DIEGO, CA. Stephen works for LPL Financial LLC and has been in the industry since December 10, 2019. Stephen is registered with FINRA and has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Stephen is currently registered with LPL Financial LLC and previously worked for the same firm in Camarillo and San Diego, CA. Stephen specializes in a wide range of services including investment, insurance, and financial planning.
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.
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2
CA
05/04/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
05/03/2022 - 06/27/2022
LPL FINANCIAL LLC (CAMARILLO CA)
CA
10/19/2018 - 01/14/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
BC
Issued 10/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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