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Stephen J. Lupkas, CFP

Dockside Wealth Advisors, Llc

Financial Planner in Shelton, CT

Address:
7 Bruce Dr
Shelton, CT 06484
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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:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Stephen Lupkas
7 Bruce Dr
Shelton, CT 06484

Phone Number: Click to Show
Website:

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