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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 Repka is a financial advisor with over 30 years of experience in the financial industry. He is currently registered with LPL Financial LLC and has been with them since January 2013. Stephen Repka has a strong track record of providing comprehensive financial planning services to individuals and families, as well as to businesses and institutions. Stephen Repka offers a variety of investment and financial planning services, including: * Retirement planning * College savings planning * Estate planning * Insurance planning * Tax planning Stephen Repka is committed to providing his clients with personalized financial advice and guidance to help them 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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CT
01/28/2013 - Present
LPL Financial LLC (UNIONVILLE CT)
CT
02/03/1992 - 11/01/2012
FIELDPOINT PRIVATE SECURITIES, LLC (UNIONVILLE CT)
NY
09/18/1989 - 12/31/1991
MARK SECURITIES, INC. (PELHAM MANOR NY)
CA
10/11/1984 - 09/13/1989
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 06/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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