Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Dellelo is a financial advisor with over 30 years of experience in the financial services industry. Stephen is currently registered as an Investment Advisor Representative with Prosperity Capital Advisors, a firm that specializes in providing financial planning, investment management, and other financial services to individuals, families, and businesses. Stephen is dedicated to helping clients achieve their financial goals by providing personalized financial advice and strategies. Stephen has a wide range of experience and expertise in various financial areas, including retirement planning, college savings, estate planning, and insurance. Stephen also has a strong commitment to providing exceptional customer service and building long-lasting relationships with his clients.
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.
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.
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
MA
07/17/2023 - Present
Prosperity Capital Advisors (South Easton MA)
MA
08/26/2005 - 06/22/2023
NEXT FINANCIAL GROUP, INC. (SOUTH EASTON MA)
MA
05/10/2002 - 08/26/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
04/03/1992 - 05/10/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
09/27/1991 - 04/20/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Stephen Dellelo is the right advisor for you? Invested Better is here to help.
