Stephen Close is a high-level expert, working in Lincoln Financial Advisors main office of which is in 3310. as a Registered Representative from 2013. Stephen Close gained professional experience in more than seven positions at different companies. Stephen Close went to the University of Nevada - Las Vegas and got education from 1993 to 1999. Stephen Close has such professional qualifications as Certified Financial Planner™, Cfp®, Certified Financial Planner™, Cfp® (Link), and Certified Financial Planner Board of Standards, Inc.. Las Vegas, Nevada is the city, where the professional was known to live. The person's e-mail and phone can be easily accessed through this website by request.
Name variants:
Steven Close,
Stephan Close,
Steffan Close,
Stefan Close,
Steve Close,
Stevie Close,
Steph Close,
Steff Close,
Stef Close,
Steffl Close
Last updated Jun 19, 2024
Contact Information
Last Update
Jun 25, 2022
Email
st**@lpl.com
Location
Las Vegas, NV
Company
Lincoln Financial Advisors
Workplace
Registered Representative
Work History
Registered Representative
2005 Market St, Philadelphia, PA 19103
DISCLOSURES: Securities & Advisory Services offered through Lincoln Financial Securities, a Registered Investment Advisor, Member FINRA/SIPC. Close Financial Services, Inc. and Lincoln Finan...
Jun 2013 — Sep 2019
Registered Representative
2801 Highway 280 south, Birmingham, AL 35223
Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dea...
from Sep 2019
Education
1993 — 1999
1986 — 1990
Occupations
Executive
Chief Executive Officer
Chairperson
Representative
Advisor
Accountant
Finance and Accounting Specialist
Sales Specialist
Agent
Sales Agent
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Sales Representative
Skills
Retirement Planning
Mutual Funds
Estate Planning
Disability Insurance
Iras
Strategic Financial Planning
Financial Advisory
Securities
Insurance
Long Term Care Insurance
Alternative Investments
Employee Benefits
Finra
Health Insurance
Financial Services
Personal Finance
Personal Financial Planning
Retirement
Bonds
Fixed Annuities
Variable Annuities
Life Insurance
401K Rollovers
Trusts
Term Life Insurance
Series 63
Wealth
Series 7
Estate Tax Planning
Financial Planners
Investment Advisory
Finance
Asset Protection
401K
Wealth Accumulation
Investment Strategies
Long Term Care
Portfolio Management
Stocks
Asset Allocation
Universal Life
Small Business
Savings
Wealth Management
Investment Management
FAQs about Stephen Close
What is the main profession of Stephen Close?
The expert is a President and Chief Executive Officer.
What jobs is Stephen proficient at at?
Stephen is a professional such jobs as Executive and Chief Executive Officer.
Where does Stephen Close currently live?
Las Vegas, Nevada is the place where Stephen Close currently lives
What is Stephen Close's email?
The expert's email is st**@lpl.com.
Where did Stephen Close work?
This expert worked at Lincoln Financial Advisors, Proequities, Inc..
Where has Stephen Close studied?
Stephen studied at the University of Nevada - Las Vegas from 1993 to 1999.
What are the certifications of Stephen Close?
Stephen Close received the following certifications: Certified Financial Planner™, Cfp®, Certified Financial Planner™, Cfp® (Link), and Certified Financial Planner Board of Standards, Inc..
What languages does Stephen Close speak?
Stephen Close speaks English and Afrikaans.