Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Faggiolly is an investment advisor representative with Wellth Advisory Services, LLC. Steven has over 20 years of experience in the financial services industry. Steven has held registrations with several firms over the years, including Kestra Investment Services, LLC, Financial Telesis Inc, Transamerica Financial Advisors, Inc, and Waddell & Reed, Inc. Steven is licensed to provide investment advisory services in California, Illinois, and Nevada. Steven specializes in providing financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors. Steven is dedicated to providing clients with personalized investment advice and guidance to help them achieve their financial goals.
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.
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.
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
IL
06/28/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
CA
08/15/2014 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Redwood City CA)
CA
07/02/2010 - 08/15/2014
FINANCIAL TELESIS INC (REDWOOD CITY CA)
CA
06/13/2003 - 07/13/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (REDWOOD CITY CA)
KS
12/03/2001 - 06/18/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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