Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Fischetti is a financial advisor with over 40 years of experience in the industry. Steven is registered with Robert W. Baird & Co. Inc. and is licensed to provide financial advice in multiple states. Steven has a strong track record of success in providing investment advice to a wide range of clients, including individuals, families, and businesses. Steven has worked with a number of firms throughout his career, including Morgan Stanley, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Steven is committed to helping his clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
08/07/2020 - Present
Robert W. Baird & Co. Inc. (Pittsburgh PA)
PA
06/01/2009 - 08/11/2020
MORGAN STANLEY (UPPER ST. CLAIR PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (UPPER ST. CLAIR PA)
PA
06/30/1993 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (PITTSBURGH PA)
NJ
04/27/1990 - 06/17/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/15/1984 - 05/16/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
05/25/1983 - 03/14/1984
NEL EQUITY SERVICES CORPORATION
IA
Issued 02/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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