Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Laforte is an investment advisor representative with Clarfeld Financial Advisors LLC. Stephen has been in the industry since 2002. Stephen is currently registered as a Registered Investment Advisor in Florida. Stephen previously worked at Citizens Bank NA, Fifth Third Bank, BNY Mellon, and First Union Securities, Inc-ISG. Stephen has a series 65 license and specializes in providing financial planning services to individuals, families, and businesses.
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.
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.
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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NY
10/15/2024 - Present
Clarfeld (TARRYTOWN NY)
Active
Inactive
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