Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Christopher Lipinski is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 20 years of experience in the financial industry. Steven has a strong background in financial services, having previously worked at Bank of America, N.A. and the United States Air Force. Steven is committed to providing clients with personalized financial advice and solutions to help them achieve their financial goals. Steven is a strong advocate for client education and works closely with clients to develop customized financial plans that address their specific needs and objectives. Steven holds the Series 7TO, SIE, and Series 66 licenses, and is dedicated to staying current on the latest industry trends and regulations to provide clients with the best possible service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
WA
10/17/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLINGHAM WA)
BOTH
Issued 08/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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