Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Ingenita is a financial advisor with over 15 years of experience in the financial services industry. Steve is currently registered with Rockefeller Financial LLC and is licensed in all 50 states. Steve has a broad range of experience working with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Previously, Steve held positions at J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., AXA Advisors, LLC, MONY Securities Corporation, and CSFBDIRECT, INC.
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.
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
01/28/2020 - Present
Rockefeller Financial LLC (New York NY)
NY
10/31/2011 - 12/03/2015
J.P. MORGAN SECURITIES LLC (new york NY)
NY
10/01/2008 - 12/31/2010
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/20/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/04/2004 - 05/20/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/02/2002 - 05/20/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/02/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NJ
05/03/2000 - 12/31/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
BC
Issued 11/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steve Ingenita is the right advisor for you? Invested Better is here to help.
