Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kowitski is a financial advisor at LPL Financial LLC. Stephen has been in the financial services industry since 1996. Stephen is registered with the Securities and Exchange Commission and is a registered investment advisor in Florida. Stephen has passed several securities industry exams including the Series 7, Series 63, Series 24, and the SIE exam. Stephen has worked at several firms including CUNA Brokerage Services, Inc. and Lord Abbett Distributor LLC. Stephen is currently licensed in 13 states.
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
FL
03/21/2014 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
04/11/2011 - 03/20/2014
CUNA BROKERAGE SERVICES, INC. (ORANGE PARK FL)
NJ
08/31/2004 - 03/04/2011
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
MO
01/15/2004 - 07/07/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/29/1998 - 09/08/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/25/1996 - 05/01/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/05/1995 - 05/29/1996
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
IA
Issued 08/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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