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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Birbiglia is a financial advisor at LPL Financial LLC. Stephen has over 30 years of experience in the financial services industry. Stephen is a Certified Financial Planner™ professional. Stephen has a wide range of experience, including working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Stephen is committed to providing personalized financial advice to help 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.
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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NY
10/29/2021 - Present
LPL Financial LLC (HUNTINGTON NY)
NY
02/01/2019 - 11/01/2021
CETERA ADVISOR NETWORKS LLC (HUNTINGTON NY)
NY
02/06/2006 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (HUNTINGTON NY)
NY
01/04/2002 - 02/07/2006
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
MA
12/15/2000 - 01/14/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
03/15/1995 - 12/12/2000
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
10/22/1994 - 03/30/1995
WESTCO INVESTMENT CORP. (LYNBROOK NY)
CT
03/08/1990 - 12/14/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
03/08/1990 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NJ
10/21/1988 - 05/23/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 09/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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