Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Landersman is a financial professional with over 34 years of experience in the financial services industry. He is currently a Registered Representative and Investment Advisor Representative with Newedge Advisors, working out of their New Orleans, LA office. Stephen has a diverse background, having worked for a variety of firms, including CUSO Financial Services, L.P., Financial Network Investment Corporation, M&T Securities, Inc., and Capitol Securities Management, Inc. Stephen holds several industry licenses, including Series 6, 7, 24, 63, and 65, and is a Certified Financial Planner.
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.
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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2
LA
09/11/2023 - Present
Newedge Advisors (NEW ORLEANS LA)
PA
10/20/2008 - 09/12/2023
CUSO FINANCIAL SERVICES, L.P. (Harrisburg PA)
PA
02/09/2005 - 10/23/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (HERSHEY PA)
MD
08/06/2004 - 01/26/2005
M&T SECURITIES, INC. (BALTIMORE MD)
VA
10/18/2001 - 08/05/2004
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
AZ
09/29/1994 - 10/23/2001
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
WI
09/29/1993 - 09/22/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
01/06/1989 - 09/17/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/06/1989 - 09/17/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/05/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1991
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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