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 Rezzelle is a registered investment advisor representative with Manchester Financial Inc. in WESTLAKE VILLAGE, CA. Steven Rezzelle has 12 years of experience in the financial services industry. Steven Michael Rezzelle has passed the Series 63, Series 66, Series 7, and SIE exams. Prior to joining Manchester Financial Inc., Steven Michael Rezzelle worked at Fidelity Brokerage Services LLC, Securities America, Inc., Hefren-Tillotson, Inc. and Scottrade, Inc.. Steven Michael Rezzelle is also a licensed insurance agent.
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.
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.
Consulting 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
04/13/2021 - Present
Manchester Financial Inc. (WESTLAKE VILLAGE CA)
CA
04/26/2019 - 04/05/2021
FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)
CA
04/05/2018 - 04/01/2019
SECURITIES AMERICA, INC. (PALM DESERT CA)
PA
10/17/2016 - 03/05/2018
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
PA
09/17/2012 - 10/27/2016
SCOTTRADE, INC. (PITTSBURGH PA)
BOTH
Issued 05/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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