Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Iaconis is a financial advisor with LPL Financial LLC. Stephen has been in the industry since September 20, 2001. Stephen has experience in both investment advisory and brokerage services. Stephen is licensed to practice in several states including Alabama, Colorado, Florida, Georgia, Kentucky, Louisiana, Massachusetts, Missouri, New York, Ohio, Pennsylvania, Puerto Rico, Tennessee, and Virginia. Stephen has a background with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Bridgeworth Financial, LLC, and Level Four Advisory Services. Stephen's designations include Certified Financial Planner. Stephen has passed the following exams: Uniform Combined State Law Examination (Series 66), Securities Industry Essentials Examination (SIE), and General Securities Representative Examination (Series 7).
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
AL
08/31/2021 - Present
LPL Financial LLC (BIRMINGHAM AL)
AL
09/20/2001 - 08/20/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (BIRMINGHAM AL)
IN
09/20/2001 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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