Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Golembiowski is a financial advisor with over 30 years of experience in the industry. He is currently registered with LPL Financial LLC and holds several licenses including Series 6, 7, 24, 63 and 65. Stephen has previously worked at CADARET, GRANT & CO., INC., AXA ADVISORS, LLC and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Stephen is a Certified Financial Planner and a Chartered Financial Consultant. He provides financial planning, investment management, and other advisory services to individuals, families, businesses and retirement plans.
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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2
NY
10/31/2022 - Present
LPL Financial LLC (BARNEVELD NY)
NY
02/07/2000 - 11/01/2022
CADARET, GRANT & CO., INC. (BARNEVELD NY)
NY
04/14/1994 - 03/07/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/14/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
04/30/1993 - 03/01/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/30/1993 - 03/01/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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