Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Dalfino is a financial advisor with Lincoln Investment, a firm headquartered in Fort Washington, PA. Stephen has been a financial advisor for over 20 years, with experience in various firms including Intersecurities, Inc., PlanMember Securities Corporation, and Herzog, Heine, Geduld, Inc. Stephen holds Series 7, 24, 55, 63 and 66 licenses, and is registered in Florida and Texas. Stephen specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. He also works as an agent for West Coast Financial Group and is active in providing client services. Stephen is committed to helping clients achieve their financial goals.
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.
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.
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
FL
06/29/2021 - Present
Lincoln Investment (LUTZ FL)
FL
01/09/2006 - 05/10/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
PA
08/12/2005 - 10/31/2005
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
CA
01/01/2005 - 09/22/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
NY
03/22/1999 - 06/11/2001
HERZOG, HEINE, GEDULD, INC. (NEW YORK NY)
MD
08/23/1996 - 01/20/1998
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
FL
11/01/1995 - 04/22/1996
TAJ GLOBAL EQUITIES, INC. (TAMPA FL)
BOTH
Issued 07/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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