Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ciaccio is a financial advisor with over 15 years of experience. He is a registered representative with LPL Financial LLC in Batavia, Illinois. Stephen has a strong background in both financial advising and accounting, holding a Certified Public Accountant designation. Stephen's professional experience includes positions with Edward Jones and LPL Financial LLC. Stephen has a wide range of experience in financial advising, including portfolio management, financial planning, and insurance. He is also a notary public.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
11/08/2010 - Present
LPL Financial LLC (BATAVIA IL)
IL
08/07/2008 - 11/10/2010
EDWARD JONES (ST CHARLES IL)
BOTH
Issued 08/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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