Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ciotti is an investment advisor representative and a registered investment advisor with Sage, Rutty & Co., Inc. Steven has been working in the financial services industry for over 10 years, having worked at Conifer Realty, LLC, Tuke Insurance Agency, and Sage, Rutty & Company, Inc. Steven is licensed to provide investment advice in both Florida and New York. He is a Series 66, Series 7TO and SIE licensed professional and holds multiple designations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
01/10/2025 - Present
Sage, Rutty & CO., Inc. (ROCHESTER NY)
BOTH
Issued 07/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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