Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Digennaro is a financial advisor with over 20 years of experience in the industry. Stephen is currently registered with Kingswood Wealth Advisors, LLC. Stephen is also registered with the following states: Arizona, New York, North Carolina and Wyoming. Stephen has experience providing financial planning, portfolio management, and pension consulting services. Stephen is also registered as a Real Estate Broker with the state of New York. Stephen has held previous positions at Benchmark Investments, LLC, AEGIS CAPITAL CORP., GUNNALLEN FINANCIAL, INC, LIFEMARK SECURITIES CORP., THE CONCORD EQUITY GROUP, LLC, and KIRLIN SECURITIES INC. Stephen is also the owner of DIGENNARO REAL ESTATE.
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.
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.
Hourly consulting
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
NY
03/16/2022 - Present
Kingswood Wealth Advisors, LLC (Rochester NY)
NY
09/23/2020 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (Rochester NY)
NY
03/29/2010 - 09/25/2020
AEGIS CAPITAL CORP. (ROCHESTER NY)
NY
11/02/2009 - 03/30/2010
GUNNALLEN FINANCIAL, INC (ROCHESTER NY)
NY
10/13/2009 - 11/04/2009
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
NY
06/06/2007 - 11/21/2007
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
NJ
06/17/2005 - 01/04/2006
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NY
04/10/2001 - 07/06/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
IA
Issued 07/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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