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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 Landwersiek is a financial advisor who has been in the industry since 2001. Steven is currently registered with LPL Financial LLC and has been a registered representative since 2016. Previously Steven worked for Ameriprise Financial Services, Inc. and UBS Financial Services Inc. Steven's expertise includes consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors. Steven provides portfolio management for both businesses and individuals.
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
FL
04/29/2020 - Present
LPL Financial LLC (STUART FL)
FL
12/16/2008 - 12/09/2016
AMERIPRISE FINANCIAL SERVICES, INC. (STUART FL)
FL
11/08/2002 - 12/26/2008
UBS FINANCIAL SERVICES INC. (PALM BEACH FL)
NY
03/21/2001 - 11/04/2002
GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)
BOTH
Issued 11/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/18/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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