Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Manfredonia is a financial advisor with over 30 years of experience in the industry. He is currently registered as an Investment Advisor Representative with BIP Wealth, LLC, and has been with the firm since January 2023. Prior to that, Steven worked for other firms including Wells Fargo Clearing Services, LLC, AW Securities, TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and Charles Schwab & Co., Inc. Steven is committed to providing personalized financial advice to individuals, businesses, and charitable organizations. His approach is tailored to each client's unique needs and goals. He is also a strong advocate for financial education and regularly conducts seminars on a variety of financial topics. Steven is dedicated to building long-term relationships with his clients and helping them achieve their financial objectives.
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.
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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GA
02/06/2023 - Present
BIP Wealth, LLC (ATLANTA GA)
GA
12/22/2022 - 01/25/2023
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
CA
04/04/2022 - 11/09/2022
AW SECURITIES (FOLSOM CA)
GA
01/15/2013 - 01/11/2021
TD AMERITRADE, INC. (ATLANTA GA)
GA
10/28/2010 - 12/20/2012
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
GA
04/07/1994 - 02/10/2010
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
NA
04/16/1993 - 02/15/1994
F.N. WOLF & CO., INC.
BC
Issued 04/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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