Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Mustacciuolo is an experienced financial professional with over 20 years in the industry. Stephen is currently registered with Citigroup Global Markets Inc. and has been with them since 2020. Previously, Stephen worked with several leading financial institutions, including MORGAN STANLEY & CO. LLC, MACQUARIE CAPITAL (USA) INC., and CREDIT SUISSE SECURITIES (USA) LLC. Stephen holds several professional licenses and certifications, including Series 7, Series 63, Series 99TO, and SIE. Stephen specializes in providing financial planning, portfolio management, and asset allocation advice to a wide range of clients, including individuals, corporations, and charitable organizations. Stephen is committed to providing 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.
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.
Asset allocation advice
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.
1
2
NY
09/29/2020 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
06/29/2016 - 12/16/2019
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
07/18/2014 - 07/02/2016
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
04/04/2001 - 07/17/2014
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
04/13/2000 - 03/29/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 05/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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