Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen William Skokos is a registered representative with LPL Financial LLC, a national financial services firm, since February 2012. Stephen holds both Series 7 and 66 licenses, along with a SIE license and has been actively involved in the financial industry since March 2012. Stephen offers a variety of financial services including investment consulting, financial planning, and portfolio management for individuals and businesses. Stephen is licensed in 26 states and the District of Columbia. Stephen serves clients from two offices in Utah, Kanab and St. George.
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
UT
04/05/2012 - Present
LPL Financial LLC (KANAB UT)
BOTH
Issued 04/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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