Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ciepiela is a financial advisor with The Ameriflex Group. Stephen has over 40 years of experience in the financial services industry. Stephen is a Certified Financial Planner™ and holds Series 7, 24, 63 and 65 licenses. Stephen provides financial planning and investment advisory services to individuals, families and businesses. Stephen's areas of expertise include retirement planning, college savings, estate planning and insurance.
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.
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
NM
01/29/2021 - Present
THE Ameriflex Group (Albuquerque NM)
NM
01/29/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ALBUQUERQUE NM)
NM
01/07/1998 - 01/29/2021
KESTRA INVESTMENT SERVICES, LLC (ALBUQUERQUE NM)
IN
05/02/1987 - 10/08/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
09/05/1991 - 08/05/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
04/25/1994 - 12/31/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IN
05/02/1987 - 12/31/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
06/19/1990 - 09/30/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
AZ
11/19/1989 - 06/22/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/23/1982 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/02/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
11/04/1986 - 03/18/1987
SG EQUITIES CORPORATION
NA
06/04/1986 - 10/21/1986
INVESTMENT DISTRIBUTORS INC.
NA
04/03/1984 - 12/26/1984
NEL EQUITY SERVICES CORPORATION
NA
12/28/1981 - 05/14/1984
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
03/20/1980 - 05/14/1984
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
03/20/1980 - 05/14/1984
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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