Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Catanzaro is a financial advisor with IP Financial Advisory Services LLC. Steven has been working in the financial industry since 1987. Steven is registered with FINRA and the Securities and Exchange Commission. Steven has a Series 6 and Series 63 license. In addition to working with IP Financial Advisory Services LLC, Steven also works as an independent agent for the sale of fixed insurance.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
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2
NY
09/13/2021 - Present
IP Financial Advisory Services LLC (Clifton Park NY)
NY
10/09/2020 - 11/12/2020
EQUITY SERVICES, INC. (CLIFTON PARK NY)
NY
08/28/2018 - 09/29/2020
NEXT FINANCIAL GROUP, INC. (COHOES NY)
NY
10/06/2010 - 08/22/2018
IBN FINANCIAL SERVICES, INC. (LIVERPOOL NY)
NY
10/06/2006 - 10/06/2010
NEXT FINANCIAL GROUP, INC. (COHOES NY)
NY
02/17/2006 - 10/05/2006
INVEST FINANCIAL CORPORATION (LATHAM NY)
NY
12/16/2003 - 03/15/2006
HAZARD & SIEGEL, INC. (DEWITT NY)
NJ
06/19/2003 - 11/14/2003
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NY
05/03/1999 - 03/05/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
12/20/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
03/09/1987 - 10/24/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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