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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Joseph Amico is a financial advisor with over 20 years of experience in the industry. Steven has a wide range of experience working with different clients, including individuals, businesses, and institutions. Steven's current firm is Cetera Investment Advisers LLC, a large advisory firm with over 100,000 clients and $100 billion in assets under management. Steven is registered in 18 states and offers a variety of services including financial planning, portfolio management, and educational seminars. Steven is committed to providing his clients with personalized and comprehensive financial advice to help them achieve their financial 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.
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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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 05/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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