Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Michael Spinelli

American Portfolios Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Michael Spinelli

Stephen Michael Spinelli has been in the financial services industry since February 1999. Stephen Michael Spinelli is registered in New Jersey and is currently employed by American Portfolios Financial Services, Inc. where Stephen Michael Spinelli has been with the firm since April 2012. Stephen Michael Spinelli has held previous positions with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States.

Firm Information

Stephen Spinelli is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Spinelli’s Registration & Firm History

NJ

04/23/2012 - Present

American Portfolios Financial Services, Inc. (SPRING LAKE HEIGHTS NJ)

NJ

02/24/1999 - 04/24/2012

AXA ADVISORS, LLC (SPRING LAKE HEIGHTS NJ)

NY

02/24/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Stephen Michael Spinelli is right for you?

Licenses & Designations

BC

Issued 02/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Michael Spinelli.
Not sure if Stephen Michael Spinelli is right for you?