Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ebbecke is a financial advisor with over 40 years of experience in the industry. Stephen has been registered with LPL Financial LLC since 2005 and previously worked with Lincoln Financial Securities Corporation. Stephen is a Certified Financial Planner and a Chartered Financial Consultant. Stephen specializes in providing financial planning, investment advice, and consulting services to individuals, families, and businesses. Stephen is committed to helping clients achieve their financial goals and objectives.
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.
1
2
CA
05/16/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
04/03/2013 - 05/16/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (HUNTINGDON VALLEY PA)
PA
05/06/2005 - 04/12/2013
LPL FINANCIAL LLC (HUNTINGDON VALLEY PA)
IN
02/07/1989 - 05/05/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NA
05/14/1982 - 02/04/1989
MANEQUITY, INC.
BC
Issued 07/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Ebbecke is the right advisor for you? Invested Better is here to help.
