Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Nicholas Sayegh is a financial advisor with LPL Financial LLC. Stephen has been in the financial industry since August 1986 and has been registered with the Securities and Exchange Commission since 1987. Stephen has been associated with LPL Financial LLC since August 2022. Stephen has also worked at People's Securities, Inc., Financial Network Investment Corporation, Royal Alliance Associates, Inc., New England Securities, Integrated Resources Equity Corporation, and IDS Marketing Corporation. Stephen is a Certified Financial Planner. Stephen’s services include financial planning, portfolio management for businesses and individuals, educational seminars, and selection of other advisors. Stephen is registered to provide securities and investment advisory services in Arizona, Connecticut, Delaware, Florida, Georgia, Hawaii, Maine, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, and Virginia.
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
CT
04/26/2023 - Present
LPL Financial LLC (SHELTON CT)
CT
02/17/1993 - 08/17/2022
PEOPLE'S SECURITIES, INC. (SHELTON CT)
CA
07/15/1991 - 02/08/1993
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
AZ
11/19/1989 - 07/24/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
05/19/1988 - 03/04/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
01/09/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/19/1986 - 01/23/1987
IDS MARKETING CORPORATION
IA
Issued 07/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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