Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Benjestorf is a financial advisor at LPL Financial LLC. Stephen has been in the financial services industry since 1991 and has a wide range of experience. Stephen holds several licenses including Series 7, 63, 65 and 24, and Stephen also has a background in both investment advisory and brokerage services.
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
CA
11/08/2022 - Present
LPL Financial LLC (LODI CA)
CA
04/03/2009 - 11/15/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (LODI CA)
CA
09/04/1997 - 04/15/2009
UBS FINANCIAL SERVICES INC. (STOCKTON CA)
CA
07/14/1997 - 08/06/1997
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
01/01/1997 - 07/14/1997
ASB FINANCIAL SERVICES (IRVINE CA)
SC
06/05/1996 - 12/17/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
11/22/1994 - 04/05/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
04/04/1995 - 11/16/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
OR
09/05/1991 - 11/15/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
10/15/1990 - 10/18/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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