Steven W. Landwersiek

 

Qualifications

FINRA*

• General Securities Representative and (Series 7)
• Uniform Securities Agent (Series 63)
• General Securities Principal (series 24)
• Investment Advisor Representative (Series 66)
• General Securities Sales Supervisor (Series 9/10)

Florida Department of Financial Service*

• Health, Life, and Variable Annuity Insurance License (215)

LPL Financial*

• Investment Planner

CRPC conferred by The College for Financial Planning*

• Chartered Retirement Planning Counselor SM
• Accredited Portfolio Management Advisor SM

*Registrations held with LPL Financial

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Areas of Focus

• Investment Planning and Portfolio Management
• Risk Management
• Retirement Planning Strategies
• Planning for Charitable Giving
• Estate Planning Strategies

Memberships & Community

• HSPS Rotary
• Stuart Martin County Chamber of Commerce
• Hobe Sound Chamber of Commerce
• Business Associates of Martin County

Related Experience

Financial Planning

President and Investment Planner (01/ 2017-Present)

Landwersiek and Associates
Investment Planning Group
LPL Financial - Stuart FL

Franchise Owner (12/2008 - 12/2016)

Landwersiek and Associates
A financial advisory practice
Ameriprise Financial - Stuart FL

Financial Advisor (11/2002 - 12/2008)

UBS Financial Services - Palm Beach, FL
Glenn Michael Financial - Melville, NY

President/CEO

Rockaway Kennedy Check Cashing (1989-2001)

• Managing Partner 17 locations
• Managed business expansion
• Prepared business plans and forecasts