Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven William Albanese is an Investment Advisor Representative with Imprint Wealth LLC. Steven is a highly experienced professional in the financial services industry with over 27 years of experience. Steven's previous experience includes working at OSAIC WEALTH, INC., NATIONAL PLANNING CORPORATION, TIMECAPITAL SECURITIES CORPORATION, AMERICAN GENERAL SECURITIES INCORPORATED, and WMA SECURITIES, INC. Steven offers financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
06/20/2024 - Present
Imprint Wealth LLC (EAST SETAUKET NY)
NY
10/25/2017 - 07/18/2023
OSAIC WEALTH, INC. (EAST SETAUKET NY)
NY
07/01/2015 - 10/23/2017
NATIONAL PLANNING CORPORATION (East Setauket NY)
NY
01/17/2008 - 06/30/2015
TIMECAPITAL SECURITIES CORPORATION (PORT JEFFERSON STATION NY)
NY
01/21/1998 - 12/31/2007
AMERICAN GENERAL SECURITIES INCORPORATED (EAST SETAUKET NY)
GA
12/14/1995 - 01/26/1998
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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