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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Weingartz is a financial advisor with LPL Financial LLC, based in Marysville, Michigan. Steven has over 29 years of experience in the financial services industry. Steven is registered with the state of Michigan, as well as Florida, Illinois, Indiana, Nevada, and North Carolina. Steven has also earned several industry designations, including Series 6, Series 7, Series 63, and Series 65. Steven's previous experience includes roles at Signator Investors, Inc., Transamerica Financial Advisors, Inc., Walnut Street Securities, Inc., and Franklin Financial Services Corporation. Steven specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Steven also offers educational seminars and selection of other advisors.
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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MI
02/03/2025 - Present
LPL Financial LLC (MARYSVILLE MI)
MI
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (MARYSVILLE MI)
MI
12/13/1999 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MARYSVILLE MI)
CA
07/22/1998 - 12/15/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
09/14/1993 - 07/23/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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