Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wayne La porte is a financial advisor who has been in the industry since 1998. Steven La porte is currently registered with Commonwealth Financial Network. Steven La porte has experience working with individuals, corporations, and high-net-worth individuals, as well as charitable organizations, pension and profit-sharing plans, and state or municipal government entities. In addition to his advisory services, Steven La porte also offers fixed insurance sales through Legacy Planning Partners.
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.
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
PA
10/01/2019 - Present
Commonwealth Financial Network (Berwyn PA)
PA
02/01/2012 - 10/07/2019
SECURIAN FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
PA
11/17/2006 - 11/23/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LEMOYNE PA)
PA
08/27/1998 - 11/24/2006
CITIGROUP GLOBAL MARKETS INC. (HARRISBURG PA)
IA
Issued 07/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/28/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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