Unclaimed
Steven Diiulio is a financial professional with over 20 years of experience in the financial services industry. Steven is currently registered with Clarendon Insurance Agency, Inc. Previously, Steven worked for Prudential Annuities Distributors, Inc and Prudential Investment Management Services LLC. Steven holds Series 6, 63, and 65 securities licenses and the SIE exam. Steven is registered to sell securities in Iowa, Kansas, Missouri, Nebraska, and South Dakota.
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.
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.
1
2
MA
01/22/2020 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
CT
07/26/2005 - 08/14/2019
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NJ
12/11/2003 - 07/12/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
06/19/2000 - 12/16/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BC
Issued 06/27/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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