Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen A. Delgado is an investment advisor representative. Stephen has worked in the financial industry for over a decade. Stephen is currently registered with Clarfeld Financial Advisors, LLC in Tarrytown, New York, and is also registered as an Investment Advisor Representative in New York. Stephen holds the Series 66, Series 7 and SIE securities licenses. Stephen is also a Chartered Financial Analyst.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
01/29/2024 - Present
Clarfeld (TARRYTOWN NY)
NY
09/29/2023 - 10/11/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/16/2012 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
09/15/2010 - 10/05/2012
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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