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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 Papapietro is an Investment Advisor Representative at Opes Wealth Management, LLC. Steven is registered with the state of California. Steven has been in the industry since 2011 and is based out of Menlo Park, California. Steven has passed the Uniform Investment Adviser Law Examination (Series 65). Opes Wealth Management, LLC, is a registered investment advisor with a total of 589,916,182 dollars in assets under management. The firm has 4 Investment Advisor Representatives and 5 investment advisory functions and is based out of Menlo Park, California.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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CA
02/04/2019 - Present
Opes Wealth Management, LLC (Menlo Park CA)
IA
Issued 06/30/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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