Unclaimed
Stephen Strinni is a registered investment advisor representative with Cetera Investment Advisers LLC. Stephen has been in the industry since 2012 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and PNC Investments. Stephen's experience includes providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Stephen holds a Series 7, Series 66, and SIE license and is registered in Illinois, Colorado, Florida, Idaho, Michigan and Missouri.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
02/04/2019 - Present
Cetera Investment Advisers LLC (ALTON IL)
MO
05/24/2016 - 04/05/2017
PNC INVESTMENTS (BRENTWOOD MO)
IL
04/26/2012 - 05/31/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (O'FALLON IL)
BOTH
Issued 05/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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