Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Stroup is a financial advisor with over 38 years of experience in the industry. Steven is currently registered with LPL Financial LLC. He specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Steven has previously worked with WELLS FARGO CLEARING SERVICES, LLC and FIRST UNION CAPITAL MARKETS CORP. He holds a Series 7, Series 63, and Series 65 license. Steven is a member of the Bedford Trading Club Investment Club and is a notary.
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.
1
2
CA
06/17/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
10/01/1999 - 06/22/2021
WELLS FARGO CLEARING SERVICES, LLC (BEDFORD PA)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
01/25/1984 - 01/01/1991
BUTCHER & SINGER INC.
IA
Issued 02/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Stroup is the right advisor for you? Invested Better is here to help.
