Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Francis Grisko is a financial professional with over 25 years of experience in the industry. Stephen has a strong track record of helping individuals and families achieve their financial goals. Stephen is currently a wealth advisor at Independent Solutions Wealth Management, LLC, where he provides a range of services, including financial planning, portfolio management, and insurance. Stephen holds Series 6, 7, 9, 10, 63, and 66 licenses. Stephen is also a registered investment advisor in New York, Massachusetts, Ohio, and Pennsylvania. Prior to joining Independent Solutions Wealth Management, LLC, Stephen was a financial advisor at LPL Financial LLC, MML Investors Services, LLC, HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., M&T Securities, Inc., Cadaret, Grant & Co., Inc., and NYLIFE Securities Inc. Stephen is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/24/2025 - Present
Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)
NY
12/17/2013 - 04/18/2018
LPL FINANCIAL LLC (WILLIAMSVILLE NY)
NY
05/02/2012 - 07/03/2013
MML INVESTORS SERVICES, LLC (BUFFALO NY)
NY
05/23/2007 - 01/31/2012
MML INVESTORS SERVICES, LLC (BUFFALO NY)
NY
01/01/2005 - 05/10/2007
HSBC SECURITIES (USA) INC. (AMHERST NY)
NY
04/12/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
MD
09/11/1998 - 04/05/2004
M&T SECURITIES, INC. (BALTIMORE MD)
NY
03/27/1995 - 12/31/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
12/15/1994 - 03/30/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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