Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Vincent Procaccini is a financial advisor who has been in the industry since 2004. Steven currently works at Ameriprise Financial Services, LLC, where he has been registered since 2018. Prior to that, Steven worked at Ameriprise Financial Services, Inc. in Minneapolis, Minnesota. Steven is a registered representative and investment advisor representative. He has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Steven holds a Series 7, Series 66, and SIE license. Steven specializes in portfolio management for individuals, portfolio management for businesses, educational seminars, financial planning 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.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
CT
10/18/2018 - Present
Ameriprise Financial Services, LLC (Southport CT)
MN
07/16/2004 - 10/03/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/16/2004 - 10/03/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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