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 Mezzo is a financial advisor with LPL Financial LLC, located in Rochester, MI. Steven has been in the financial services industry since 2005. Steven is licensed in Florida and Michigan and has a Series 7, Series 63, and Series 65 license. In addition to his work at LPL, Steven also works as a Registered Relationship Banker for Flagstar Bank.
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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MI
02/02/2024 - Present
LPL Financial LLC (ROCHESTER MI)
MI
07/01/2016 - 01/31/2024
OSAIC INSTITUTIONS, INC. (Rochester MI)
MI
08/09/2012 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (CLINTON TOWNSHIP MI)
MI
09/21/2004 - 06/16/2009
PRIMEVEST FINANCIAL SERVICES, INC. (STERLING HEIGHTS MI)
IL
12/21/2001 - 11/25/2003
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
IA
Issued 04/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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