Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen John Lupkas is a financial advisor with Myfinancialpro, LLC. Stephen has over 25 years of experience in the financial services industry. Stephen is a Certified Financial Planner and holds Series 7, 63 and 65 securities licenses. Stephen is registered to provide investment advisory services in Connecticut and New York. Stephen specializes in providing financial planning and portfolio management services to both individuals and high net worth individuals. Stephen has worked at Amerprise Financial Services, Inc. and IDS Life Insurance Company.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
05/05/2021 - Present
Myfinancialpro, LLC (SHELTON CT)
MN
06/28/1995 - 10/03/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/28/1995 - 10/03/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Stephen Lupkas is the right advisor for you? Invested Better is here to help.
