Unclaimed
Stephen Vettorel is an investment advisor representative currently registered with First Down Financial. Stephen has over 25 years of experience in the industry. Stephen's previous employers include Fidelity Brokerage Services LLC, Thomas James Associates, Inc. and Hibbard Brown & Co., Inc. Stephen is currently registered with the state of Florida as an Investment Advisor Representative. Stephen holds the Series 7, 63 and 65 licenses. Stephen specializes in providing financial planning services, portfolio management for individuals and businesses, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/01/2025 - Present
First Down Financial (Oviedo FL)
RI
07/31/1996 - 01/08/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
09/29/1994 - 11/03/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
03/12/1993 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 11/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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