Unclaimed
Stephen Lawandales is a financial advisor who has been in the industry since August 2016. Stephen is currently registered with LPL Financial LLC and has been with the firm since May 2018. Stephen has a wide range of experience, having previously worked with Securities Service Network, LLC and FSC Securities Corporation. Stephen has a wide range of experience, having previously worked with Securities Service Network, LLC and FSC Securities Corporation. Stephen is licensed to provide advisory services in Georgia and Texas, as well as a number of other states. Stephen offers a variety of financial planning services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
GA
03/18/2021 - Present
LPL Financial LLC (MARIETTA GA)
GA
08/26/2016 - 05/25/2018
SECURITIES SERVICE NETWORK, LLC (Marietta GA)
GA
08/04/2016 - 09/13/2016
FSC SECURITIES CORPORATION (MARIETTA GA)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Lawandales is the right advisor for you? Invested Better is here to help.