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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Byrne is a financial advisor who has been in the industry since 1983. Stephen is currently registered with LPL Financial LLC and has a history of working with a number of other firms including AIG Financial Advisors, Inc., SunAmerica Securities, Inc., LINSCO/Private Ledger Corp., Transamerica Financial Resources, Inc., Guardian Investor Services Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Royal Alliance Associates, Inc., and Integrated Resources Equity Corporation. Stephen has a variety of experience in the industry, specializing in retirement planning, estate planning, college savings, and insurance. Stephen offers a range of services including financial planning, pension consulting, and portfolio management.
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.
1
2
MS
11/29/2007 - Present
LPL Financial LLC (GULFPORT MS)
MS
10/31/2005 - 12/05/2007
AIG FINANCIAL ADVISORS, INC. (GULFPORT MS)
AZ
05/11/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
SC
10/05/1993 - 05/15/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
08/05/1992 - 10/08/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NY
01/10/1990 - 08/13/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IN
09/22/1987 - 01/15/1990
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/22/1987 - 01/15/1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
11/19/1989 - 01/12/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/22/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/22/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BOTH
Issued 10/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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