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 Palmisciano is a financial advisor who has been active in the industry since 1975. Stephen is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in the states of Florida, Rhode Island, and Texas. Previously, Stephen was associated with MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.. Stephen holds Series 7, 31, 63 and SIE licenses. Stephen also offers investment advice and financial planning services for individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
RI
05/14/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PROVIDENCE RI)
NA
09/25/1975 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 8/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/25/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 9/8/1977
PC - AMEX Put and Call Exam
BC
Issued 9/20/1975
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stephen Palmisciano is the right advisor for you? Invested Better is here to help.
