Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven M. Paolini is a financial advisor with over 24 years of experience in the industry. Steven has served as a registered representative and investment advisor representative. Steven is currently registered with The Ascent Group, LLC, a Virginia Beach, Virginia based firm. Steven also has past employment with Ameritas Investment Company, LLC, Carillon Investments, Inc., and Signator Investors, Inc. Steven has been serving clients in Haddonfield, New Jersey for many years. Steven is a Series 6, Series 63, and Series 65 licensed advisor. Steven has held a number of other positions outside of financial services, and is also a founding board member of Holy Cross Preparatory Academy in North Delran, New Jersey. Steven's specialties include financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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2
NJ
05/20/2021 - Present
THE Ascent Group, LLC (HADDONFIELD NJ)
NJ
02/02/2023 - 08/23/2024
TRIAD ADVISORS LLC (Haddonfield NJ)
NJ
06/30/2006 - 02/01/2023
AMERITAS INVESTMENT COMPANY, LLC (HADDONFIELD NJ)
NJ
04/07/2005 - 06/30/2006
CARILLON INVESTMENTS, INC. (HADDONFIELD NJ)
MA
04/21/2003 - 04/20/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/30/1998 - 02/28/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 11/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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