Unclaimed
Steven Cucinelli is a financial advisor who has been in the industry since 2008. Steven currently works at Park Avenue Securities LLC and has been registered with the firm since 2010. Steven is registered to provide investment advice in Florida, Illinois, New Jersey, New York, Pennsylvania, Texas and Virginia. Steven provides services to individuals, high-net-worth individuals, charitable organizations, corporations, pension plans and captive insurance companies.
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.
1
2
NJ
12/08/2023 - Present
Park Avenue Securities LLC (SHREWSBURY NJ)
IA
Issued 01/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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