Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen MacTavish is an investment advisor representative with LPL Financial LLC. Stephen has been in the industry since September 1999 and holds licenses to provide investment advice in multiple states including Illinois and Texas. Stephen has a diverse background with prior experience at firms such as PURSHE KAPLAN STERLING INVESTMENTS and CAFG WEALTH 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.
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2
IL
03/20/2017 - Present
LPL Financial LLC (PALATINE IL)
IL
01/15/2013 - 03/22/2017
PURSHE KAPLAN STERLING INVESTMENTS (North Barrington IL)
IL
01/03/2002 - 01/28/2013
LPL FINANCIAL LLC (HAWTHORN WOODS IL)
MA
09/27/1999 - 01/04/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 11/13/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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