Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Anthony Molinelli is a financial advisor with over 30 years of experience in the financial services industry. Stephen is currently registered with Aurora Private Wealth, Inc. and holds Series 7, 63, 66 and SIE licenses. Stephen previously worked with LPL Financial LLC, UBS Financial Services, Inc., Donaldson, Lufkin & Jenrette Securities Corporation, Kidder, Peabody & Co. Incorporated and Smith Barney, Harris Upham & Co., Incorporated. Stephen specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses. Stephen is committed to providing his clients with personalized financial advice and strategies to help them 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.
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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2
NJ
01/13/2022 - Present
Aurora Private Wealth, Inc. (ROCKAWAY NJ)
NJ
05/05/2016 - 12/31/2018
PURSHE KAPLAN STERLING INVESTMENTS (Pennington NJ)
NJ
07/06/2007 - 05/02/2016
LPL FINANCIAL LLC (PENNINGTON NJ)
PA
12/23/1999 - 07/19/2007
UBS FINANCIAL SERVICES INC. (NEWTOWN PA)
NJ
10/13/1993 - 09/07/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
08/19/1991 - 09/16/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
03/30/1984 - 09/12/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 01/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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