Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Delizza is a financial advisor with over 13 years of experience in the financial services industry. Steven currently works with Wells Fargo Advisors Financial Network, LLC. His expertise covers a range of services, including financial planning, portfolio management, and investment consulting for both individuals and businesses. Prior to joining Wells Fargo Advisors Financial Network, LLC, Steven worked at WELLS FARGO CLEARING SERVICES, LLC. Steven holds Series 7, 9, 10, 66 and SIE licenses, and is currently registered as a broker and investment advisor in numerous states.
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.
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.
Investment consulting services to institutional clients
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.
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NJ
07/10/2020 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
03/21/2011 - 07/10/2020
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
BOTH
Issued 04/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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