Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Varrone is a financial advisor who has been working in the financial industry since 1989. Steven is currently registered with Ancora Advisors LLC and has also worked for America Northcoast Securities, Inc., Safeguard Securities, Inc., Fifth Third Securities, Inc., Fifth Third/Maxus Securities Inc, The Huntington Investment Company, Independence Capital Corporation, First Chesapeake Securities Corporation and ENI Corporation. Steven has experience working with corporations, other businesses, individuals, investment companies, insurance companies, charitable organizations, and pension and profit-sharing plans. Steven is a licensed agent and has passed the Uniform Securities Agent State Law Examination, the Investment Company Products/Variable Contracts Principal Examination, the Direct Participation Programs Principal Examination, the Direct Participation Programs Representative Examination, the Securities Industry Essentials Examination, the General Securities Representative Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Direct Participation Programs Representative Examination. Steven provides advisory services, including portfolio management for individuals, corporations, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Insurance & credit and cash management solutions
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Revenue sharing with frs, and on credit and cash mgmt solutions
1
2
OH
01/22/2014 - Present
Ancora Advisors LLC (MAYFIELD HEIGHTS OH)
OH
01/21/2014 - 06/26/2017
AMERICA NORTHCOAST SECURITIES, INC. (CLEVELAND OH)
OH
01/21/2014 - 12/31/2015
SAFEGUARD SECURITIES, INC. (MAYFIELD HEIGHTS OH)
OH
12/15/2001 - 01/17/2014
FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)
OH
06/02/1997 - 12/15/2001
FIFTH THIRD/MAXUS SECURITIES INC (CLEVELAND OH)
OH
02/07/1995 - 10/11/1995
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NA
11/15/1983 - 10/14/1989
INDEPENDENCE CAPITAL CORPORATION
NA
12/03/1984 - 12/31/1988
FIRST CHESAPEAKE SECURITIES CORPORATION
NA
06/07/1982 - 05/20/1983
ENI CORPORATION
BC
Issued 02/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/31/1983
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/04/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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