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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 Torre is a financial advisor at LPL Financial LLC in Swansea, IL. Stephen has been in the industry since January 2024 and is registered with FINRA and the states of Illinois, Texas, and 19 other states. Stephen has passed the Series 66 and Series 7TO exams. Stephen holds a Series 66 license which is a Uniform Combined State Law Examination. Stephen also holds a Series 7TO license which is a General Securities Representative Examination. Stephen works with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and other investment advisers. Stephen also provides financial planning, educational seminars, consulting, and selection of other advisers.
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
IL
02/04/2025 - Present
LPL Financial LLC (SWANSEA IL)
BOTH
Issued 08/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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