Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Marc Lubin is a financial advisor with over 29 years of experience in the industry. Stephen has a wide range of experience in the financial industry, working for firms such as Citizens Securities, Inc., IFMG Securities, Inc. and Bank of America Investment Services, Inc. Stephen currently works for Osaic Institutions, Inc. and holds a Series 6, 7 and 63 license. Stephen is a CERTIFIED FINANCIAL PLANNER™ professional. Stephen is registered in Massachusetts and Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
A percentage of the total value of assets under management is charged.
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2
MA
10/26/2023 - Present
Osaic Institutions, Inc. (Quincy MA)
MA
04/17/2008 - 10/05/2023
CITIZENS SECURITIES, INC. (QUINCY MA)
MA
08/03/2005 - 04/23/2008
IFMG SECURITIES, INC. (WEST NEWTON MA)
MA
10/20/2004 - 07/29/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
01/09/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
01/11/2000 - 01/31/2002
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MA
03/12/1999 - 11/23/1999
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
MA
01/17/1997 - 07/13/1998
KOBREN INSIGHT BROKERAGE, INC (WELLESLEY MA)
RI
04/06/1993 - 06/13/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
10/24/1991 - 03/29/1993
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
IA
Issued 08/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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