Unclaimed
Stephen Eldridge has been in the financial industry since April 1972. Stephen is registered with LPL Financial LLC and Eldridge Investment Advisors Inc. with office locations in Manchester, New Hampshire and Boca Raton, Florida. Stephen specializes in providing financial advice and portfolio management for a variety of clients, including individuals, corporations, and charitable organizations. Stephen is also a registered representative with FINRA and a registered investment advisor with the state of New Hampshire.
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
NH
09/15/2017 - Present
LPL Financial LLC (MANCHESTER NH)
MA
05/24/1988 - 12/03/1992
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
NA
01/25/1988 - 05/27/1988
HOPPER SOLIDAY & CO., INC.
NA
10/03/1984 - 01/25/1988
ROBERT C. CARR & CO., INC.
NA
05/09/1975 - 10/09/1984
V.J. SHAH & CO., INC.
NA
04/18/1972 - 10/13/1976
U. S. BOSTON CAPITAL CORPORATION
IA
Issued 12/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/11/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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