Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Casaccia is a financial advisor at Amundi Asset Management US, Inc. with more than 20 years of experience in the financial industry. He specializes in helping individuals and businesses with a wide range of financial needs, including portfolio management, investment advice, and financial planning. Stephen is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of several professional organizations. He is committed to providing his clients with personalized financial advice that helps them reach their 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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
10/19/2021 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
CO
04/01/2013 - 02/05/2014
ALPS DISTRIBUTORS, INC. (DENVER CO)
NE
07/01/2009 - 04/01/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
WA
04/04/2007 - 04/20/2009
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
TX
07/14/1999 - 01/26/2007
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 06/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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