Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Antinucci is a financial advisor who has been in the industry since 1997. Steven is currently registered with LPL Financial LLC, and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, CitiCorp Investment Services, Cal Fed Investments, and IFMG Securities, Inc. Steven holds the Series 6, 7, 63, and 66 licenses, as well as the SIE. Steven has been a financial advisor for over 25 years, with experience in financial planning, portfolio management, and other investment related services. Steven is dedicated to providing personalized financial advice to clients.
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
CA
07/26/2021 - Present
LPL Financial LLC (YUCAIPA CA)
CA
01/21/2011 - 04/11/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TEMECULA CA)
CA
01/03/2011 - 01/27/2011
WELLS FARGO ADVISORS, LLC (MURRIETA CA)
CA
11/18/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TEMECULA CA)
NY
02/05/2003 - 10/27/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
02/27/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
05/23/2001 - 02/25/2002
IFMG SECURITIES, INC. (PURCHASE NY)
CA
03/27/1997 - 05/18/2001
CAL FED INVESTMENTS (SACRAMENTO CA)
BOTH
Issued 10/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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