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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 Araneo is a financial advisor with over 28 years of experience in the industry. Steven has held registrations in 28 states and currently holds registrations in Florida, New York and Texas. Steven is currently affiliated with OSAIC WEALTH, INC. in Rockville Centre, New York. Steven's previous affiliations include SECURITIES AMERICA, INC. in Rockville Centre, New York, PRIME CAPITAL SERVICES, INC. in Poughkeepsie, New York and ROYAL ALLIANCE ASSOCIATES, INC. in Scottsdale, Arizona. Steven holds licenses including Series 63, Series 7 and SIE. Steven is also a Certified Financial Planner. Steven has extensive experience in the financial industry, including investment advisory services, personal income tax preparation and insurance sales.
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
06/14/2024 - Present
Osaic Wealth, Inc. (ROCKVILLE CENTRE NY)
NY
01/31/2000 - 06/14/2024
SECURITIES AMERICA, INC. (ROCKVILLE CENTRE NY)
NY
01/14/1999 - 02/03/2000
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
07/25/1996 - 01/19/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
08/25/1994 - 07/21/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 1/3/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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