Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Joseph Adeletti is a financial advisor with over 35 years of experience in the industry. He is currently registered with Ameriprise Financial Services, LLC and has held previous registrations with UBS Financial Services Inc. and American Express Financial Advisors Inc. Stephen is a licensed securities agent with Series 7 and Series 63 licenses. He provides financial planning, portfolio management, and educational seminars to a wide range of clients, including individuals, families, trusts, businesses, and retirement plans. His firm, Ameriprise Financial Services, LLC, manages over $479 billion in assets under management.
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.
Asset allocation services
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
CT
05/24/2024 - Present
Ameriprise Financial Services, LLC (Old Saybrook CT)
CT
09/29/1987 - 06/14/2024
UBS FINANCIAL SERVICES INC. (NEW LONDON CT)
NA
02/26/1987 - 07/24/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 03/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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