Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Digregorio is an investment advisor representative with Spire Wealth Management, LLC. Steven has been active in the financial services industry since November 1987 and is registered with FINRA as a registered representative. Steven is a Series 7, Series 6, and Series 63 licensed individual. Steven also holds a Series 65 license and is registered as an Investment Advisor Representative in Florida, New York and Pennsylvania. Steven has experience with McDonald Investments Inc., M&T Securities, Inc., and BANC OF AMERICA INVESTMENT SERVICES, INC. among other firms. In addition to working for Spire Wealth Management, LLC, Steven is also involved with Spire Investment Partners.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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
VA
09/08/2009 - Present
Spire Wealth Management, LLC (MCLEAN VA)
NY
01/12/2007 - 09/08/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWBURGH NY)
NY
08/12/2004 - 02/02/2007
MCDONALD INVESTMENTS INC. (NEWBURGH NY)
MD
02/24/1998 - 08/13/2004
M&T SECURITIES, INC. (BALTIMORE MD)
OH
05/23/1997 - 12/12/1997
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
03/30/1995 - 05/22/1997
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NA
12/24/1990 - 11/29/1995
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
NE
09/04/1987 - 11/29/1995
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 03/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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