Unclaimed
Steven Insinna is a financial advisor who has been in the industry since 2015. Steven currently works for Fidelity Brokerage Services LLC, where he provides financial advice. Steven is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in all 50 states. Steven has a Series 66 license, and a Series 7 license.
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.
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.
1
2
NH
08/25/2015 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BOTH
Issued 09/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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