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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 Scott is a financial advisor with LPL Financial LLC. Stephen has been in the financial industry since 1998 and is registered with the state of Florida. Stephen provides financial planning and investment management services to individuals, corporations, and other institutions. Stephen is also registered to offer investment advisory services in Texas.
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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FL
01/24/2025 - Present
LPL Financial LLC (MERRITT ISLAND FL)
FL
11/02/2010 - 07/18/2012
BROKERSXPRESS LLC (MERRITT ISLAND FL)
FL
10/05/2009 - 11/03/2010
AMERIPRISE FINANCIAL SERVICES, INC. (VIERA FL)
FL
02/24/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (VIERA FL)
NY
10/20/1998 - 03/02/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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