Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Louis Cavagnaro is a financial advisor registered with LPL Financial LLC. Steven has been in the financial services industry since April 21, 1996. Steven is a registered representative and investment advisor representative in multiple states including District of Columbia, Maryland, and Virginia. Steven's prior experience includes working with M&T Securities, Inc. and SunTrust Investment Services, Inc.. Steven is a Series 65, 63, 24, 7, and SIE licensed individual.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
06/09/2021 - Present
LPL Financial LLC (POTOMAC MD)
MD
04/15/2015 - 06/09/2021
M&T SECURITIES, INC. (KENSINGTON MD)
MD
07/31/2008 - 03/23/2015
SUNTRUST INVESTMENT SERVICES, INC. (POTOMAC MD)
MD
09/27/2005 - 05/30/2008
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
NY
03/22/2004 - 09/01/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
12/19/2001 - 03/09/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/19/2001 - 03/09/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
11/11/1998 - 03/23/2001
MURPHY & DURIEU (NEW YORK NY)
NY
08/01/1997 - 12/02/1998
LCP CAPITAL CORP. (STATEN ISLAND NY)
NY
08/10/1995 - 03/11/1997
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
NY
05/09/1995 - 07/20/1995
VTR CAPITAL, INC. (NEW YORK NY)
NY
10/18/1994 - 05/11/1995
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
IA
Issued 05/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Cavagnaro is the right advisor for you? Invested Better is here to help.
