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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Durso is a financial advisor at Cetera Investment Advisers LLC with over 29 years of experience in the industry. Stephen is a Certified Financial Planner™ and holds Series 6, 7, and 63 licenses as well as the SIE exam. Stephen has worked for a number of firms over the years, including North Ridge Securities Corp., MetLife Securities Inc., and Metropolitan Life Insurance Company. Stephen has a strong background in financial planning, portfolio management, and insurance services. Stephen is registered to provide investment advisory services in Connecticut, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and Virginia.
LONG BEACH, NY
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.
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.
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NY
06/29/2023 - Present
Cetera Investment Advisers LLC (LONG BEACH NY)
NY
05/31/1996 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (MANORVILLE NY)
MA
01/26/1994 - 09/25/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/26/1994 - 09/25/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 2/2/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 1/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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