Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven C. Gillespie is a financial advisor with LPL Financial LLC, registered in Georgia and Texas. Steven has been in the financial services industry since 2010 and has a wide range of experience in providing financial planning and investment services. Steven holds the Series 66, Series 7, and SIE licenses and is a Certified Financial Planner. Steven has experience with various investment products and services and is committed to providing clients with personalized advice and strategies to help them achieve their financial goals. Steven has been affiliated with LPL Financial LLC since 2014. Previously, Steven worked with CUNA Brokerage Services, 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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GA
01/25/2021 - Present
LPL Financial LLC (ATLANTA GA)
GA
08/04/2010 - 08/04/2014
CUNA BROKERAGE SERVICES, INC. (ATLANTA GA)
BOTH
Issued 09/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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