Unclaimed
Stephen Bartholomew Luethi is an Investment Advisor Representative associated with Lord, Abbett & Co. LLC. Stephen Luethi has been in the securities industry since October 29, 2005. Stephen Luethi is currently registered with the state of New Jersey.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
11/25/2022 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
NJ
12/18/2009 - 09/28/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
MO
04/20/2005 - 07/31/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
BOTH
Issued 06/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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