Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Grasso is a financial advisor with Edward Jones, a well-established firm with offices across the United States. Steven has been active in the financial services industry since 2002, and holds Series 7, 63 and 65 licenses. He is also a Certified Financial Planner (CFP). Steven's primary office is located in Cranston, Rhode Island, where he has provided financial planning services to individuals, families and businesses since 2002. He is registered to offer investment advice in a number of states, including Florida, Rhode Island, California, Colorado, Connecticut, Georgia, Kansas, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina and Washington. Steven’s specializations include retirement planning, college savings, and estate planning.
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.
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.
See schedule d - miscellaneous
1
2
RI
09/01/2006 - Present
Edward Jones (CRANSTON RI)
IA
Issued 08/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Steven Grasso is the right advisor for you? Invested Better is here to help.
