Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Khristopher Haulk is a financial advisor with LPL Financial LLC based in Fort Mill, SC. Stephen has been working in the financial industry since 2013. Stephen is registered to provide brokerage services and investment advisory services. Stephen holds Series 7, Series 24, Series 4, and Series 66 licenses. Stephen has expertise in Retirement Planning, College Savings, Estate Planning, and Insurance.
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
SC
05/29/2015 - Present
LPL Financial LLC (FORT MILL SC)
NC
02/06/2014 - 05/20/2015
TRADEKING (CHARLOTTE NC)
NC
08/21/2013 - 12/11/2013
WADDELL & REED, INC. (CHARLOTTE NC)
BOTH
Issued 10/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/26/2014
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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