Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen E. Lierman is a financial advisor at Private Advisor Group, LLC. Stephen has been in the financial services industry for over 20 years. Stephen has experience providing investment advisory services, financial planning, and portfolio management for individuals and businesses. Stephen holds Series 6, 63, and 65 licenses. Stephen is also a Registered Representative of LPL Financial LLC, and 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.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NY
06/12/2023 - Present
Private Advisor Group, LLC (Hawthorne NY)
NY
04/11/2013 - 02/10/2023
MML INVESTORS SERVICES, LLC (TARRYTOWN NY)
NY
05/02/2003 - 01/10/2013
METLIFE SECURITIES INC. (WHITE PLAINS NY)
NY
05/02/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (YONKERS NY)
IA
Issued 08/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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