Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kurt Hettel is a financial professional with over 30 years of experience in the industry. Stephen is currently registered with LPL Financial LLC as a broker-dealer and investment advisor representative. Stephen has held prior positions with Financial Telesis Inc, NFP Securities, Inc., CPI Capital, Robert Thomas Securities, Inc, Capital Analysts, Incorporated, Portfolio Management Consultants, Inc., and ENI Corporation. Stephen is licensed to provide investment advice in Delaware, New Jersey, Pennsylvania, and South Carolina. Stephen holds Series 6, 7, 22, 24, 27, 52TO, 53, and 63 licenses. Stephen is dedicated to providing comprehensive financial planning and portfolio management services to individuals, businesses, and institutions.
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
09/12/2014 - Present
LPL Financial LLC (WESTAMPTON NJ)
NJ
03/29/2011 - 09/12/2014
FINANCIAL TELESIS INC (MT. LAUREL NJ)
NJ
06/03/2008 - 01/19/2011
NFP SECURITIES, INC. (MOUNT LAUREL NJ)
NJ
09/08/1998 - 05/30/2008
CPI CAPITAL (MT. LAUREL NJ)
FL
10/21/1993 - 10/09/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
OH
07/16/1991 - 10/13/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IL
05/31/1990 - 05/29/1991
PORTFOLIO MANAGEMENT CONSULTANTS, INC. (CHICAGO IL)
NA
10/04/1982 - 08/09/1988
CAPITAL ANALYSTS, INCORPORATED
NA
04/08/1981 - 12/21/1981
ENI CORPORATION
IA
Issued 12/28/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/19/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/10/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/06/1981
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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