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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 Giacona is an investment advisor representative at Cerity Partners LLC, a registered investment advisor based in Boca Raton, Florida. Steven is a registered advisor in Florida and Texas. Steven has been in the industry since 1996. Steven has experience with a variety of investment products and services, including financial planning, portfolio management, and pension consulting. Steven is also a member of the Round Table Wealth Management in Westfield, New Jersey, a pooled investment vehicle, and Westfield Risk Solutions, LLC, an insurance company. Steven has worked with individuals, high-net-worth individuals, charities, corporations, and pension plans. Steven provides tax services and bill pay services to clients.
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.
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.
Tax services; bill pay
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.
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FL
12/02/2022 - Present
Cerity Partners LLC (BOCA RATON FL)
NY
07/29/1996 - 01/05/2000
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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