Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Aguiar is a financial advisor with over 6 years of experience in the industry. Steven is currently registered with Fifth Third Securities, Inc.. Steven has previously been registered with PCF CAPITAL MARKETS LLC. Steven has passed the Series 63, Series 79, SIE exams. Steven also holds the no known designation. Steven specializes in 1, 4, 5, 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
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.
1
2
TX
10/17/2019 - Present
Fifth Third Securities, Inc. (AUSTIN TX)
MA
07/13/2018 - 10/08/2019
PCF CAPITAL MARKETS LLC (BOSTON MA)
BC
Issued 6/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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