Unclaimed
Stephen Dellibovi is a registered representative with Park Avenue Securities LLC. Stephen has been in the securities industry for over five years and is currently licensed in 12 states. Stephen provides financial planning and portfolio management for individuals and businesses. Stephen is also licensed to provide investment advice in 10 states. Stephen is dedicated to providing clients with personalized financial advice and helping them reach their financial goals.
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.
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.
1
2
NY
04/12/2023 - Present
Park Avenue Securities LLC (MELVILLE NY)
BOTH
Issued 03/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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