Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Mandracchia is an investment advisor representative with Dew Wealth Management. Stephen has been in the financial services industry since 2018 and has experience working with Ameriprise Financial Services, Inc., Morgan Stanley, and Charles Schwab & Co., Inc. Stephen is a Certified Financial Planner and holds Series 7, Series 63, and Series 66 licenses. Stephen's specialties include retirement planning, estate planning, college savings, and insurance planning. Stephen is committed to providing his clients with personalized financial advice and helping them achieve 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Percentage retirement plan assets under advisement
1
2
AZ
09/22/2023 - Present
DEW Wealth Management (SCOTTSDALE AZ)
AZ
02/05/2020 - 11/12/2020
MORGAN STANLEY (GILBERT AZ)
AZ
06/06/2019 - 09/30/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Peoria AZ)
AZ
04/20/2018 - 04/29/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 03/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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