Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Plackis is a financial advisor with Park Avenue Securities LLC. Stephen has been in the financial industry since March 2015. Stephen is registered with the state of California, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Vermont, and Virginia. Stephen has passed the Uniform Combined State Law Examination, Series 66, General Securities Representative Examination, Series 7 and Securities Industry Essentials Examination, SIE. Stephen provides services in both financial planning and portfolio management. Stephen also offers educational seminars to clients. Stephen is a financial professional with over 8 years of experience.
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.
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.
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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NY
04/11/2024 - Present
Park Avenue Securities LLC (PORT JEFFERSON STATION NY)
NY
11/22/2016 - 03/02/2020
FIRST COMMAND FINANCIAL PLANNING, INC. (Highland Falls NY)
NY
12/04/2015 - 12/19/2016
SALOMON WHITNEY FINANCIAL (FARMINGDALE NY)
NY
03/12/2015 - 12/01/2015
ROCKWELL GLOBAL CAPITAL LLC (MELVILLE NY)
BOTH
Issued 05/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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