Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stine? Claim Your ProfileStine Bradford is a financial advisor in West Sacramento, CA. Stine has 7 years of experience in the financial services industry. Stine is currently registered with LPL Financial LLC and has been with the firm since September 2023. Stine holds the Series 7, Series 66, and SIE licenses. Stine has a total of 1 approved registrations. Prior to joining LPL Financial LLC, Stine was registered with Securities America, Inc. from November 2020 to September 2023 and KMS Financial Services, Inc. from March 2016 to November 2020. Stine offers financial planning, portfolio management, and consulting and other non-discretionary advisory services.
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
09/29/2023 - Present
LPL Financial LLC (WEST SACRAMENTO CA)
CA
11/06/2020 - 09/29/2023
SECURITIES AMERICA, INC. (WEST SACRAMENTO CA)
CA
03/28/2016 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (WEST SACRAMENTO CA)
BOTH
Issued 10/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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