Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mannato is an Investment Advisor Representative at Cadaret, Grant & Co., Inc. Steven has over 30 years of experience in the financial services industry. Steven is a Series 6, 7, and 63 licensed professional and has a SIE designation. Steven has worked at a number of firms over the years, including Invest Financial Corporation, Royal Alliance Associates, Inc., Linsco/Private Ledger Corp., and First Investors Corporation. In addition to his work as an investment advisor, Steven is also a general agent for a number of insurance companies. Steven's areas of expertise include financial planning, portfolio management, and insurance.
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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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (ALBANY NY)
NY
02/17/2006 - 08/20/2008
INVEST FINANCIAL CORPORATION (LATHAM NY)
AZ
10/17/1997 - 02/21/2006
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
SC
05/06/1996 - 10/20/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
09/14/1990 - 01/31/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 09/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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