Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven John Barsolona is a financial advisor registered with LPL Financial LLC, a broker-dealer and investment advisor. Steven has been in the financial services industry since April 14, 1994, and holds licenses to provide investment advisory services in New Jersey, New York, North Carolina, Ohio, Pennsylvania, and Virginia. Steven is committed to providing personalized financial advice to individuals, families, and businesses.
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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NJ
03/18/2022 - Present
LPL Financial LLC (HOLMDEL NJ)
NJ
09/19/2012 - 03/29/2022
SANTANDER SECURITIES LLC (Wall NJ)
NJ
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (MIDDLETOWN NJ)
NJ
08/24/2004 - 05/27/2008
IFMG SECURITIES, INC. (MIDDLETOWN NJ)
PA
01/01/2004 - 08/25/2004
PNC INVESTMENTS (PITTSBURGH PA)
KY
07/10/2003 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
07/06/2001 - 01/18/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/25/1995 - 07/24/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
10/09/1992 - 09/08/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/09/1992 - 09/08/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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