Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wolff is a financial advisor with over 20 years of experience in the financial services industry. Stephen currently works with LPL Financial LLC in Canonsburg, PA. Stephen has a wide range of experience, having previously worked with Citizens Securities, Inc., PNC Investments, New England Securities, and First Investors Corporation. Stephen specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Stephen is committed to providing his clients with the highest level of personalized service and investment guidance.
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
PA
08/14/2023 - Present
LPL Financial LLC (CANONSBURG PA)
PA
11/12/2013 - 08/11/2023
CITIZENS SECURITIES, INC. (BETHEL PARK PA)
PA
09/16/2005 - 11/05/2013
PNC INVESTMENTS (SEWICKLEY PA)
NY
09/10/2002 - 07/27/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
03/14/2002 - 08/29/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 05/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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