Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Libertucci is a registered representative with Oppenheimer & Co. Inc., a broker-dealer with a strong history in the financial industry. Steven has been working in the financial industry since 1994. Steven is licensed to offer securities and investment advice in the state of New York. He is also a registered principal with Series 24 and 27 licenses. In addition to his experience in the financial industry, Steven has a comprehensive understanding of the securities industry, as he holds Series 7, 99TO and SIE licenses. Steven is a valuable asset to his clients and has a proven track record of success in the financial industry.
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.
Earned based on transactions or products sold.
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.
1
2
NY
12/10/2004 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
03/04/1993 - 02/04/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 03/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/12/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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