Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Constantine Kamnitsis is a financial advisor with LPL Financial LLC and has been working in the financial services industry since December 16, 2003. Stephen is registered to offer investment advice in 22 states and the District of Columbia. Stephen has passed the General Securities Representative Examination (Series 7), the Uniform Securities Agent State Law Examination (Series 63), and the Securities Industry Essentials Examination (SIE). Stephen was previously associated with Investcorp, Inc. and National Planning Corporation.
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
NJ
03/22/2021 - Present
LPL Financial LLC (FLEMINGTON NJ)
NJ
11/24/2006 - 11/29/2017
NATIONAL PLANNING CORPORATION (FLEMINGTON NJ)
NJ
12/16/2003 - 12/05/2006
INVESTACORP, INC. (WARREN NJ)
BOTH
Issued 06/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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