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 Agrista is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with Brookstone Wealth Advisors, LLC as an Investment Advisor Representative in New Jersey and Pennsylvania. Stephen has previously been registered with several firms including Vanderbilt Securities, LLC, The O.N. Equity Sales Company, and Nationwide Planning Associates Inc. Stephen is a licensed life, health, and disability insurance agent. Stephen specializes in financial planning, investment management for individuals and businesses, and the selection of other advisors.
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.
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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2
NJ
01/11/2022 - Present
Brookstone Wealth Advisors, LLC (Wanamassa NJ)
NJ
12/20/2018 - 03/31/2020
VANDERBILT SECURITIES, LLC (Wanamassa NJ)
NJ
10/22/2012 - 12/31/2016
THE O.N. EQUITY SALES COMPANY (WANAMASSA NJ)
NJ
06/02/2004 - 10/22/2012
NATIONWIDE PLANNING ASSOCIATES INC. (WANAMASSA NJ)
AZ
06/18/1989 - 06/01/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/01/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
12/05/1979 - 07/08/1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
11/02/1973 - 11/27/1979
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
IA
Issued 09/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1973
Series 1 - Registered Representative Examination
Active
Inactive
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