Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Craig Adessi is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Steven has been in the industry since 1996. Steven has been registered with the state of Florida since 1996, and is currently licensed in 33 states. Steven holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE. Steven has a long history of experience with Merrill Lynch and has worked with a variety of clients, including corporations, individuals, and charitable organizations. Steven's specializations include: financial planning, portfolio management, and investment advisory services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
11/01/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
BC
Issued 12/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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