Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lombardo is a financial professional with over 30 years of experience in the industry. Steven is currently registered with Osaic Wealth, Inc. and is a Registered Representative in Connecticut, Florida, New York, and South Carolina. Steven is a highly experienced financial professional offering a wide range of services, including financial planning, portfolio management, and pension consulting. Steven has held positions at a number of reputable firms, including Securities America, Inc., National Planning Corporation, and Washington Square Securities, Inc. Steven has a strong track record of success in helping clients achieve their financial goals.
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.
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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CT
06/17/2024 - Present
Osaic Wealth, Inc. (GLASTONBURY CT)
CT
06/14/2024 - 06/14/2024
OSAIC WEALTH, INC. (GLASTONBURY CT)
CT
01/19/2018 - 06/14/2024
SECURITIES AMERICA, INC. (GLASTONBURY CT)
CT
02/07/2003 - 11/21/2017
NATIONAL PLANNING CORPORATION (ROCKY HILL CT)
CT
02/17/1998 - 02/11/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
03/19/1996 - 02/25/1998
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NY
04/11/1989 - 12/11/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
CT
05/09/1988 - 05/10/1989
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/06/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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