Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven D'eredita is a financial advisor currently registered with RBC Capital Markets, LLC in Minneapolis, MN. Steven has been working in the financial services industry since 2014. Prior to joining RBC Capital Markets, LLC, Steven was registered with Equitable Distributors, LLC in Jersey City, NJ and AXA Advisors, LLC in Syracuse, NY. Steven has passed the Series 6, 7TO, 63, and 66 exams as well as the SIE exam. Steven is registered to provide investment advice in multiple states including Minnesota, New York, Texas, and Virgin Islands.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
MN
01/31/2024 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
NJ
03/18/2014 - 01/22/2021
EQUITABLE DISTRIBUTORS, LLC (JERSEY CITY NJ)
NY
11/01/2013 - 03/19/2014
AXA ADVISORS, LLC (SYRACUSE NY)
BOTH
Issued 07/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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