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 Guarascio is an investment advisor representative at Cetera Investment Advisers LLC and Guarascio Consultants, LLC. Steven has been working in the financial services industry since 1988. Steven holds the Series 6, 63, and 65 licenses. Steven has a history of working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
NYACK, NY
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (NYACK NY)
NJ
03/18/1999 - 06/05/2000
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
MN
07/23/1991 - 03/05/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
AZ
07/10/1989 - 04/15/1991
LEXINGTON FUNDS DISTRIBUTOR, INC. (SCOTTSDALE AZ)
NA
04/24/1987 - 06/30/1989
THE DREYFUS SERVICE CORPORATION
IA
Issued 12/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/3/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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