Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Silvia? Claim Your ProfileSilvia Caterina Stazio is a financial advisor with over 25 years of experience in the industry. Silvia is currently registered with LPL Financial LLC in Maryland and the District of Columbia. Previously, Silvia was affiliated with OSAIC FA, INC. in Maryland and Lincoln Financial Advisors Corporation in Maryland and The Lincoln National Life Insurance Company in Indiana. Silvia has a strong background in providing financial advice to individuals, corporations, and charitable organizations. Silvia holds the Series 6, 7, 24, 63 and 65 licenses, as well as the SIE designation and is also a Certified Financial Planner. Silvia is committed to helping her clients achieve their financial goals.
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.
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2
MD
08/14/2024 - Present
LPL Financial LLC (LUTHERVILLE MD)
MD
10/03/2007 - 08/28/2024
OSAIC FA, INC. (ROCKVILLE MD)
MD
07/13/1999 - 06/06/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBIA MD)
IN
03/05/2003 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
03/19/1997 - 06/01/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 01/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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