Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Anthony Aquino is a financial advisor and investment advisor representative in Westminster, MD. Steven has been in the financial industry since January 26, 2003. Steven is currently registered with Founders Financial Securities LLC. Steven previously worked at LINCOLN FINANCIAL ADVISORS CORPORATION. Steven is licensed to sell securities in 12 states: Arizona, Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia, and more. Steven has passed the Series 7, Series 66, and SIE exams. Steven specializes in offering a variety of financial services, including financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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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MD
09/22/2017 - Present
Founders Financial Securities LLC (WESTMINSTER MD)
MD
01/27/2003 - 06/02/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (WESTMINISTER MD)
IN
01/27/2003 - 04/18/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 09/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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