Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven V Silvio is a registered representative with Stifel, Nicolaus & Company, Inc. Steven has been in the industry since 2015 and has a strong background in financial services, having previously worked for Morgan Stanley Distribution, Inc. and Morgan Stanley & Co. LLC. Steven holds the Series 63, Series 7, and SIE licenses. Steven specializes in working with individuals, corporations, and other businesses, offering financial planning, pension consulting, and portfolio management 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
TX
04/22/2019 - Present
Stifel, Nicolaus & Company, Inc. (HOUSTON TX)
NY
02/23/2016 - 04/02/2019
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
07/31/2015 - 02/25/2016
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 08/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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