Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Dechiario is a financial advisor with Truist Advisory Services, Inc., working in the Boston office. Steven has 22 years of experience in the financial services industry. Steven is registered with FINRA and is licensed in Massachusetts and Rhode Island. Steven provides financial planning, portfolio management for individuals and businesses, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
MA
03/09/2023 - Present
Truist Advisory Services, Inc. (BOSTON MA)
MA
03/31/2017 - 07/18/2022
CITI PRIVATE ADVISORY, LLC (Boston MA)
MA
05/29/2007 - 07/18/2022
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
09/23/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
IL
10/31/2003 - 09/16/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
12/12/2002 - 05/01/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
PA
03/07/2002 - 01/27/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
07/24/2000 - 03/14/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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