Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Stravolo is a financial advisor with over 20 years of experience in the industry. Stephen is currently registered with LPL Financial LLC and Stravolo Wealth Management, LLC, and has been a registered representative since 2002. Stephen holds Series 6, 7, 26, 63 and 65 licenses and is a Personal Financial Specialist. Stephen has a broad range of experience in the financial industry, including investment advisory services, financial planning, and insurance. Stephen is committed to providing personalized financial advice to individuals and families.
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
SC
05/02/2023 - Present
LPL Financial LLC (SPARTANBURG SC)
SC
07/14/2006 - 05/02/2023
CETERA ADVISOR NETWORKS LLC (SPARTANBURG SC)
SC
07/28/2005 - 08/21/2006
THE INVESTMENT CENTER, INC. (SPARTANBURG SC)
MN
10/08/2002 - 08/02/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NE
04/08/2002 - 10/07/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MN
01/29/2002 - 04/10/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 09/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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