Unclaimed
Steven Riggio Patrizio is a financial professional with over 20 years of experience in the securities industry. Steven is currently registered with Symetra Securities, Inc. and has previously been registered with SYMETRA INVESTMENT SERVICES, INC., JOHN HANCOCK DISTRIBUTORS LLC, and PRUCO SECURITIES CORPORATION. Steven holds several licenses, including Series 6, Series 26, and Series 63. Steven has experience in providing investment advice and financial planning services.
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.
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.
1
2
WA
09/30/2013 - Present
Symetra Securities, Inc. (BELLEVUE WA)
WA
11/19/2012 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
MA
04/24/2002 - 08/10/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NJ
10/05/1999 - 03/25/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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