Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Distante is an experienced financial professional with over 30 years in the industry. Stephen is a principal at Vanderbilt Advisory Services, a firm with over $1 billion to $10 billion in assets under management. Stephen specializes in providing portfolio management for both businesses and individuals. Stephen has a wide range of experience, including working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Stephen is registered with the Securities and Exchange Commission (SEC) and holds multiple industry licenses, including Series 6, 7, 24, 28, 63, 79TO, 99TO, and SIE.
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.
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.
1
2
NY
04/07/2021 - Present
Vanderbilt Advisory Services (WOODBURY NY)
NY
02/21/1992 - 12/07/2001
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
BC
Issued 07/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2016
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Distante is the right advisor for you? Invested Better is here to help.
