Unclaimed
Steven Charles Tumminello is a registered representative of BCG Securities, Inc. Steven has been in the financial services industry for over 5 years. Steven's registration status is currently Active in both Broker-Dealer and Investment Advisor capacities. Steven holds the Series 63, Series 65, Series 7TO and SIE licenses. Steven has offices located in Cherry Hill, NJ. Steven Tumminello has experience working at Legend Financial Advisors, McMahon Financial Advisors, LLC, and the University of Pittsburgh. Steven works with a wide range of clients including individuals, high-net-worth individuals, other investment advisors, pension and profit sharing plans. Steven's firm, BCG Securities, Inc. is a registered investment advisor with over 35 licensed agents, investment advisor representatives, and registered representatives.
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
NJ
05/22/2019 - Present
BCG Securities, Inc. (CHERRY HILL NJ)
BC
Issued 05/06/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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