Stephen J. Lupkas, CFP
Dockside Wealth Advisors, Llc
Financial Planner in Shelton, CT
Address:7 Bruce Dr
Shelton, CT 06484
About Stephen J. Lupkas
Stephen Lupkas is a financial professional at Dockside Wealth Advisors, Llc located in Shelton, Connecticut. Stephen Lupkas holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Stephen Lupkas provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Stephen Lupkas7 Bruce Dr
Shelton, CT 06484
Phone Number:
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Website:
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