Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Sciannella is an investment advisor representative registered with Cambridge Investment Research Advisors, Inc., working in the North Potomac, MD, office. Stephen is a licensed broker-dealer with experience working as a financial professional since September of 2022. Stephen has a Series 63 and Series 65 license, as well as the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials (SIE) exam. Stephen offers financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MD
01/09/2024 - Present
Cambridge Investment Research Advisors, Inc. (North Potomac MD)
NY
08/25/2022 - 06/19/2023
PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)
IA
Issued 10/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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