Unclaimed
Steven Todd Guglielmetti is a registered representative with Commonwealth Financial Network. Steven has been in the securities industry since 1991. Steven has a wide range of experience, having previously worked with FFP SECURITIES, INC. and WADDELL & REED, INC. Steven is licensed in several states and is able to offer a wide range of services to individuals, corporations, charitable organizations, and retirement plans. Steven specializes in financial planning, investment management, and securities products and 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.
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.
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.
1
2
MI
08/03/2010 - Present
Commonwealth Financial Network (Rochester Hills MI)
MO
07/22/1994 - 02/24/2005
FFP SECURITIES, INC. (CHESTERFIELD MO)
KS
07/16/1991 - 07/29/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 06/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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