Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bishopp is a financial advisor with LPL Financial LLC. Steven has been in the financial services industry since August 25, 1993. Steven is registered in 25 states and two other jurisdictions. Steven is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. Steven has a variety of specializations including retirement planning, estate planning, and college savings. Steven's previous experience includes working with VOYA Financial Advisors, Inc., ING Financial Advisers, LLC, National Planning Corporation, and SunAmerica Securities, Inc.
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
AZ
11/29/2021 - Present
LPL Financial LLC (TUCSON AZ)
AZ
12/22/2010 - 11/29/2021
VOYA FINANCIAL ADVISORS, INC. (TUCSON AZ)
CT
01/05/2011 - 10/10/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
AZ
10/10/2008 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (TUCSON AZ)
AZ
11/02/1999 - 10/13/2008
NATIONAL PLANNING CORPORATION (TUCSON AZ)
AZ
06/13/1995 - 11/01/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IL
08/26/1993 - 06/14/1995
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 05/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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