Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Frederick Dipaola is a financial professional with over 25 years of experience in the industry. Steven is currently registered with Bankers Life Advisory Services, Inc. and has previously held positions with several other firms, including Northeast Securities, Inc., Samuel A Ramirez & Co., Inc., and Murphy & Durieu. Steven specializes in financial planning, portfolio management for individuals, and educational seminars. Steven is committed to 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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
NJ
09/13/2019 - Present
Bankers Life Advisory Services, Inc. (Parsippany NJ)
NJ
03/16/2016 - 02/03/2017
NORTHEAST SECURITIES, INC. (Floram Park NJ)
NY
08/13/2015 - 12/16/2015
SAMUEL A RAMIREZ & CO., INC. (NEW YORK NY)
NY
06/13/2014 - 02/19/2015
MURPHY & DURIEU (NEW YORK NY)
NY
03/13/2008 - 02/19/2015
CITATION FINANCIAL GROUP, L.P. (NEW YORK NY)
NY
01/24/2011 - 06/09/2011
MURPHY & DURIEU (NEW YORK NY)
NY
03/13/2008 - 12/31/2008
MURPHY & DURIEU (NEW YORK NY)
NJ
12/08/1997 - 03/07/2008
SHAY FINANCIAL SERVICES, INC. (SUMMIT NJ)
TX
07/18/1994 - 12/08/1997
SHAY FINANCIAL SERVICES CO. (IRVING TX)
NA
07/18/1994 - 12/03/1997
SHAY GOVERNMENT SECURITIES CO.
NA
02/23/1993 - 07/20/1994
PRINTON, KANE GROUP, INC.
MN
01/02/1990 - 02/02/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/02/1990 - 02/02/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
09/15/1987 - 05/12/1988
DOMINICK & DOMINICK, INCORPORATED
NA
07/25/1987 - 09/02/1987
D.G. MEYER & CO., INC.
BOTH
Issued 08/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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