Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Shirmang is a financial advisor with over 20 years of experience in the industry. Stephen is currently registered with LPL Financial LLC and has previously worked with TD Ameritrade. Stephen specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Stephen has a strong track record of 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.
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
SC
03/15/2021 - Present
LPL Financial LLC (FORT MILL SC)
NE
03/15/2012 - 02/25/2021
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
04/22/2006 - 02/25/2021
TD AMERITRADE, INC. (OMAHA NE)
NE
01/02/2002 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
NE
01/30/2001 - 12/31/2001
AMERITRADE (BELLEVUE NE)
BC
Issued 11/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2001
Series 4 - Registered Options Principal Examination
BC
Issued 12/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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