Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Vessa is a financial advisor with LPL Financial LLC, with offices in TOPTON, PA, MIDDLETON, MA, RONKONKOMA, NY, BRIDGEPORT, CT, BOSTON, MA, TOPSFIELD, MA, and BOSTON, MA. Steven has been in the financial services industry since 2020 and is licensed in 43 states for both securities and investment advisory services. Steven has a strong background in financial planning, portfolio management, and consulting. Steven is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Steven has worked at other firms such as COMMONWEALTH FINANCIAL NETWORK, KESTRA INVESTMENT SERVICES, LLC, Merrick Financial Group, Mitlin Financial, Inc., Momentum Solar, Enterprise Rent-A-Car, Quinnipiac University, and M&T Bank.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
08/07/2023 - Present
LPL Financial LLC (TOPTON PA)
NY
03/23/2022 - 08/10/2022
COMMONWEALTH FINANCIAL NETWORK (JERICHO NY)
NY
07/16/2020 - 03/14/2022
KESTRA INVESTMENT SERVICES, LLC (Merrick NY)
BOTH
Issued 11/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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