Unclaimed
Steven Parolini is a financial advisor with Ameriprise Financial Services, LLC in Pittsburgh, Pennsylvania. Steven has been working in the financial services industry since 2005. Steven has passed the Series 31, Series 7, and Series 66 exams. Steven is registered in California, Colorado, Florida, Massachusetts, Michigan, Montana, Ohio, and Pennsylvania. In addition to Ameriprise, Steven has previously worked with LPL FINANCIAL LLC and FEDERATED SECURITIES CORP..
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.
Asset allocation services
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.
1
2
PA
08/07/2012 - Present
Ameriprise Financial Services, LLC (PITTSBURGH PA)
PA
10/14/2011 - 06/19/2012
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
11/03/2005 - 09/20/2011
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
NY
05/07/2004 - 04/05/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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