Unclaimed
Steven Diclaudio is a financial advisor with Northland Securities, Inc. located in St. Clair Shores, MI. Steven has been in the financial services industry since 2018. Steven holds the following licenses: Series 63, SIE, Series 50 and Series 52. Steven's previous experience was with HUNTINGTON SECURITIES, INC. located in Southfield, MI. Steven's firm offers investment advisory services including: financial planning, selection of other advisers and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Research services
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.
Negotiated
1
2
MI
07/14/2020 - Present
Northland Securities, Inc. (St. Clair Shores MI)
MI
03/30/2018 - 07/09/2020
HUNTINGTON SECURITIES, INC. (Southfield MI)
BC
Issued 12/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2018
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/30/2018
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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