Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michael Fagas is an investment advisor representative with LPL Financial LLC. Stephen has been in the industry since September 7, 1994 and has been registered with LPL Financial LLC since October 1998. Stephen holds the Series 7 and Series 63 licenses. Stephen has experience with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisers. Stephen specializes in a variety of investment strategies and can help clients with financial planning, portfolio management, and other services. Stephen has also worked for American Express Financial Advisors Inc. and IDS Life Insurance Company.
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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CA
10/19/1998 - Present
LPL Financial LLC (SAN DIEGO CA)
MN
09/08/1994 - 10/19/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/08/1994 - 10/19/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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