Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Stone is a financial advisor with LPL Financial LLC, a firm with more than 1.6 million client accounts and over $463 billion in regulatory assets under management. Steven has been in the financial services industry since 1989 and has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Steven holds several industry licenses and designations including Certified Financial Planner. He is also a Registered Representative and Investment Advisor Representative in Texas. Steven is dedicated to helping clients achieve their financial goals and offers personalized financial advice. He is committed to building strong relationships with his clients and working with them to create customized financial plans.
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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TX
09/13/2021 - Present
LPL Financial LLC (BIG SPRING TX)
TX
12/13/1989 - 09/14/2021
AVANTAX INVESTMENT SERVICES, INC. (BIG SPRING TX)
BC
Issued 12/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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