Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Marino Piccini is an investment advisor representative at D.A. Davidson & Co. with over 30 years of experience in the industry. Steve has been registered with the firm since 2009 and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Steve has licenses in both Broker/Dealer and Investment Advisor categories and is a CFA charterholder. Steve provides a variety of services to clients, including financial planning, portfolio management, and educational seminars. Steve's office is located in Burlington, WA.
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.
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WA
11/11/2009 - Present
D.a. Davidson & Co. (BURLINGTON WA)
WA
06/01/2009 - 12/07/2009
MORGAN STANLEY SMITH BARNEY (MOUNT VERON WA)
WA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MOUNT VERON WA)
NY
05/06/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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