Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kenneth Wilmot is a financial advisor registered with LPL Financial LLC in Oregon and Texas. Stephen has been in the financial industry since 1984 and has been with LPL Financial LLC since 2002. Stephen provides financial planning services, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses. Stephen is also a Certified Financial Planner.
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.
1
2
OR
04/04/2023 - Present
LPL Financial LLC (CLACKAMAS OR)
MN
08/25/2000 - 08/07/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/26/1984 - 08/07/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
10/26/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 05/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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