Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Patrick Gimeli is a registered representative with LPL Financial LLC, working in the Commack, New York office. Steven is a seasoned financial professional with over 27 years of experience in the industry. Steven has held registrations with several firms, including INVEST Financial Corporation and PRIME CAPITAL SERVICES, INC. Steven offers investment advisory services to individuals and businesses. Steven specializes in a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
Consulting and other non-discretionary advisory 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/13/2019 - Present
LPL Financial LLC (COMMACK NY)
NY
10/25/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (COMMACK NY)
NY
01/11/1999 - 11/15/2007
PRIME CAPITAL SERVICES, INC. (COMMACK NY)
NJ
05/29/1997 - 10/15/1998
J.W. BARCLAY & CO., INC. (WOODBRIDGE NJ)
NY
01/29/1996 - 05/23/1997
FIRST CAMBRIDGE SECURITIES CORPORATION (NEW YORK NY)
NY
07/10/1995 - 02/02/1996
BARINGTON CAPITAL GROUP, L.P. (NEW YORK NY)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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