Unclaimed
Stephen Pedicini is a financial advisor with over 15 years of experience in the financial services industry. Stephen is currently registered with Alphacore Capital LLC, where Stephen provides financial advisory services to high-net-worth individuals, charitable organizations, corporations, and other businesses. Prior to joining Alphacore Capital LLC, Stephen worked for TD Ameritrade, Federated Securities Corp., AllianceBernstein Investments, Inc., Dreyfus Service Corporation, and AXA Advisors, LLC. Stephen holds a Series 66, Series 7, and SIE license and is a Certified Financial Planner. Stephen is also registered as an investment advisor representative in New York.
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.
Institutional consulting and client servicing
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.
A percentage of the total value of assets under management is charged.
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CA
04/15/2024 - Present
Alphacore Capital LLC (LA JOLLA CA)
NY
04/27/2017 - 11/06/2018
TD AMERITRADE, INC. (GARDEN CITY NY)
PA
09/16/2010 - 04/20/2017
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
NY
05/04/2007 - 09/16/2010
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NY
03/11/2005 - 04/19/2007
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
08/25/2004 - 02/01/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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