Unclaimed
Stephen Kuczynski is a registered representative of LPL Financial LLC, a firm with more than $50 billion in assets under management. Stephen has been working in the industry since March 2017 and has been registered with LPL Financial LLC since February 2019. Stephen is registered in 27 states and holds a Series 66, SIE and Series 7 license. Stephen offers investment advice for a variety of clients including individuals, businesses, corporations, pension plans, and charitable organizations. Stephen works with clients to develop financial plans, select investments, and manage their assets. Stephen is dedicated to providing his clients with personalized service and helping them reach their financial goals.
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
NJ
09/25/2020 - Present
LPL Financial LLC (WALL TOWNSHIP NJ)
NJ
03/27/2017 - 02/22/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Wall Township NJ)
BOTH
Issued 06/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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