Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven R. DeCarlo is a registered representative with J.p. Morgan Securities LLC in Baltimore, MD. Steven has been in the securities industry since 2005. Steven holds the Series 7, Series 63, Series 79TO and SIE licenses and is registered with FINRA and 53 state securities authorities. Steven was previously registered with GE CAPITAL MARKETS, INC. Steven specializes in various investment 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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MD
03/10/2023 - Present
J.p. Morgan Securities LLC (Baltimore MD)
MD
03/06/2001 - 04/01/2019
GE CAPITAL MARKETS, INC. (Towson MD)
BC
Issued 05/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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