Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Nowicki is a financial advisor with LPL Financial LLC. Steven has been in the financial industry for over 25 years and is registered to offer securities in Connecticut, Massachusetts, and Rhode Island. Steven's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Steven is committed to providing his clients with personalized financial advice and 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.
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MA
11/18/2016 - Present
LPL Financial LLC (WORCESTER MA)
IN
12/01/2009 - 11/30/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MA
07/28/1997 - 12/01/2009
H.D. VEST INVESTMENT SERVICES (OXFORD MA)
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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