Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Leavitt is a financial advisor registered with Commonwealth Financial Network. Stephen has been a registered financial advisor since October 5, 1983. Stephen is registered with the states of California, Colorado, Connecticut, Florida, Maine, Massachusetts, Missouri, New Hampshire, New York, South Carolina, Tennessee, Texas, and Vermont. Stephen has passed the Series 6, Series 7TO, and Series 63 exams. Stephen is also a Certified Financial Planner. Stephen is registered as an Investment Advisor Representative in Florida and Massachusetts. Stephen's practice provides a range of services to both individuals and businesses. Stephen is committed to helping clients achieve 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.
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
MA
07/27/2023 - Present
Commonwealth Financial Network (Newburyport MA)
NJ
12/23/1983 - 11/22/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/23/1983 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
10/06/1983 - 01/18/1984
IDS MARKETING CORPORATION
BC
Issued 09/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Leavitt is the right advisor for you? Invested Better is here to help.
