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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mark Fornasieri is an investment advisor representative with Ameriprise Financial Services, LLC. Steven has been in the industry since January 20, 1997. Steven has a Series 7, Series 63, and SIE license. Steven is registered with FINRA as a Registered Representative. Steven is registered with the state of New Jersey as an Investment Advisor Representative and a Registered Representative. Steven has a history of working with IDS LIFE INSURANCE COMPANY, UNITED WATER MANAGEMENT & SERVICE, and Ameriprise Financial Services, Inc.. Steven specializes in asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management. Steven has also indicated that he participates in other business activities outside of the investment 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.
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.
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2
NJ
07/29/2002 - Present
Ameriprise Financial Services, LLC (PARAMUS NJ)
MN
01/21/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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