Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Rasoletti is a registered representative with Fifth Third Securities, Inc. Stephen has been in the industry for over 6 years and is licensed in 52 states. Stephen has a Series 7, Series 79, Series 63 and SIE license. Stephen specializes in portfolio management for individuals and businesses.
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.
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.
Sponsor wrap fee program
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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TN
11/26/2022 - Present
Fifth Third Securities, Inc. (NASHVILLE TN)
OH
10/13/2016 - 10/30/2018
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 2/4/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/2/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/13/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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