Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Alfano is a financial advisor with Equitable Advisors, LLC, a leading provider of financial products and services. Steven has over 14 years of experience in the financial services industry, with a focus on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Steven holds a Series 6 and Series 63 license, as well as a Series 26 principal exam, demonstrating a commitment to professional development.
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
NJ
08/24/2023 - Present
Equitable Advisors, LLC (WALL NJ)
NJ
07/07/2021 - 03/20/2023
NYLIFE SECURITIES LLC (WALL TOWNSHIP NJ)
NJ
04/04/2014 - 10/01/2020
PRUCO SECURITIES, LLC. (BRICK NJ)
NJ
05/30/2013 - 04/01/2014
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
NJ
10/01/2012 - 05/23/2013
J.P. MORGAN SECURITIES LLC (TOM RIVER NJ)
NJ
10/03/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TOM RIVER NJ)
IA
Issued 04/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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