Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Criscuolo is a financial advisor with over 10 years of experience in the industry. Steven is currently registered with Wealth Enhancement Advisory Services, LLC and is licensed to provide investment advice in several states. Prior to joining Wealth Enhancement Advisory Services, LLC, Steven worked at Raymond James Financial Services, Inc.. Steven holds the Series 66, Series 7 and SIE licenses. Steven specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NJ
01/03/2023 - Present
Wealth Enhancement Advisory Services, LLC (ISELIN NJ)
NJ
11/15/2012 - 12/31/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ISELIN NJ)
BOTH
Issued 12/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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