Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Cusato is an investment advisor representative with Principal Asset Management. Steven has been in the industry since January 29, 2004. Steven holds the Series 6, 7, 24, 63, and 66 licenses. Steven is registered in 51 states, including New York. Steven has previously worked with PRINCIPAL SECURITIES, INC., and QUASAR DISTRIBUTORS, LLC.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
NY
01/14/2022 - Present
Principal Asset Management (New York NY)
NY
09/18/2006 - 12/26/2018
PRINCIPAL SECURITIES, INC. (NEW YORK NY)
ME
02/15/2002 - 10/04/2004
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BOTH
Issued 01/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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