Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Haeckel is a financial advisor currently registered with Trivium Point Advisory, LLC. Stephen is a registered representative and investment advisor representative with over 17 years of experience in the financial services industry. Stephen has experience providing financial planning, pension consulting, and portfolio management for both individuals and businesses. Stephen's previous experience includes working with Transamerica Financial Advisors, Inc., Lincoln Financial Distributors, Inc., MML Investors Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Waddell & Reed, Inc.
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.
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.
1
2
NY
12/15/2023 - Present
Trivium Point Advisory, LLC (WHITE PLAINS NY)
FL
05/02/2016 - 07/16/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)
CT
04/22/2014 - 02/09/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
MA
04/23/2010 - 05/09/2014
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
10/17/2005 - 04/01/2010
METLIFE SECURITIES INC. (SHELTON CT)
CT
10/17/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
KS
09/27/2004 - 10/11/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Haeckel is the right advisor for you? Invested Better is here to help.
