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 Trusso is an advisor at Buckman Advisory Group LLC. Steven has been in the financial services industry since 1977 and has a wide range of experience. Steven is registered in several states and holds a variety of licenses including Series 7, 24, 63, and 65. Steven's firm specializes in providing financial planning, portfolio management, and publication of periodicals for both individuals and businesses.
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.
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.
1
2
NY
04/12/2005 - Present
Buckman Advisory Group LLC (buffalo NY)
NA
09/18/1998 - 09/25/1998
MERCER, BOKERT, BUCKMAN & REID, INC.
NY
09/19/1990 - 09/15/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NA
01/05/1989 - 09/13/1991
MONMOUTH INVESTMENTS, INC.
NA
04/13/1989 - 09/25/1990
MLB INVESTMENTS, LTD.
NA
05/24/1988 - 01/09/1989
HIBBARD BROWN & CO., INC.
NA
02/02/1987 - 05/31/1988
SHERWOOD CAPITAL, INC.
NA
06/01/1977 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 03/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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