Unclaimed
Steven Joseph Amico is a financial advisor registered with Cetera Investment Advisers LLC. Steven has been working in the financial industry since 2001 and has experience with both broker-dealer and investment advisor firms. Steven has a strong background in financial planning and portfolio management and works with individuals, corporations, and pension and profit-sharing plans. Steven is licensed to practice in several states, including Massachusetts, New Hampshire, and Texas, and has experience working with clients across the United States. Steven is committed to providing personalized financial advice to help clients achieve their financial goals.
PETERBOROUGH, NH
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.
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.
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2
NH
03/21/2024 - Present
Cetera Investment Advisers LLC (PETERBOROUGH NH)
MA
12/04/2009 - 10/03/2016
INVESTORS CAPITAL CORP. (FRAMINGHAM MA)
MA
09/07/2007 - 12/16/2009
B.B. GRAHAM & COMPANY, INC. (FRAMINGHAM MA)
MA
05/22/2006 - 09/12/2007
FIRST MIDAMERICA INVESTMENT CORPORATION (FRAMINGHAM MA)
MA
10/20/2004 - 05/23/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/07/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 5/8/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/6/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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