Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Perillo is a financial advisor with LPL Financial LLC. Steven has been in the industry since 2006 and holds a variety of licenses and certifications, including Series 7, 24, 63, and 65. Steven has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Steven is committed to providing clients with personalized financial advice and investment strategies that meet their unique needs and 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
07/21/2021 - Present
LPL Financial LLC (STATEN ISLAND NY)
NY
01/29/2021 - 07/21/2021
WADDELL & REED (STATEN ISLAND NY)
NY
05/12/2014 - 02/02/2021
SANTANDER SECURITIES LLC (STATEN ISLAND NY)
NY
05/20/2013 - 01/31/2014
TD AMERITRADE, INC. (NEW YORK NY)
NY
06/09/2011 - 04/25/2013
AMERIPRISE FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
NJ
04/23/2010 - 06/13/2011
WELLS FARGO ADVISORS, LLC (CARTERET NJ)
NY
02/12/2008 - 04/26/2010
CHASE INVESTMENT SERVICES CORP. (STATEN ISLAND NY)
NJ
09/06/2007 - 02/06/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NJ
10/27/2006 - 08/23/2007
METLIFE SECURITIES INC. (ISELIN NJ)
NJ
10/27/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NY
02/27/2006 - 06/16/2006
LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)
NY
01/07/2006 - 01/24/2006
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 09/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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