Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Christopher Testino is a financial advisor with over 20 years of experience in the industry. He has worked with a variety of financial firms including Merrill Lynch, Morgan Stanley DW Inc., and LPL Financial LLC. Steven currently works with Private Advisor Group, LLC. Steven has a diverse set of credentials, including the Series 6, 7, 31, and 63 licenses. Steven is also a Certified Financial Planner.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/26/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NJ
08/20/2019 - 05/19/2023
IFP SECURITIES, LLC (Wyckoff NJ)
NJ
01/14/2005 - 09/11/2019
LPL FINANCIAL LLC (PARAMUS NJ)
NY
08/02/2002 - 01/19/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/30/2001 - 08/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
09/05/2000 - 01/01/2001
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
NJ
05/15/2000 - 06/15/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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