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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Anthony Chille is an investment advisor representative with UBS Financial Services Inc. He is registered with the state of Connecticut and Texas, and has been in the financial services industry since 1988. Previously, Steven Anthony Chille worked for Citigroup Global Markets Inc., PaineWebber Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He holds the Series 6, 7, 63, 65, and SIE licenses. Steven Anthony Chille specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CT
06/22/2016 - Present
UBS Financial Services Inc. (WESTPORT CT)
CT
12/13/1999 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
NJ
06/06/1994 - 12/22/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/18/1989 - 06/10/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/28/1985 - 08/13/1985
FIRST INVESTORS CORPORATION
IA
Issued 06/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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