Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Andrew Budin is a financial advisor with LPL Financial LLC. Steven has been in the financial industry since 1995. Steven has a strong background in financial services, including investment advisory and brokerage services. Steven holds Series 6, 7, 24, 63, and 65 licenses. Steven's expertise includes financial planning, portfolio management, and pension consulting. Steven's firm, LPL Financial LLC, is a leading provider of financial advice and services to individuals, families, and businesses. LPL Financial LLC is a registered investment advisor and broker-dealer, and is a member of FINRA and SIPC.
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
NV
07/17/2008 - Present
LPL Financial LLC (LAS VEGAS NV)
MA
08/30/1993 - 08/09/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/30/1993 - 08/09/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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