Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Zaccone is a financial advisor with Citigroup Global Markets Inc. Steven has been in the financial services industry for over ten years. Steven specializes in providing asset allocation advice and portfolio management for individuals and businesses. Steven is registered with FINRA and holds the Series 7, Series 86, Series 87, and SIE licenses.
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.
Asset allocation advice
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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2
NY
10/02/2020 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
10/12/2016 - 08/31/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/30/2014 - 09/30/2016
COWEN AND COMPANY (NEW YORK NY)
NY
06/27/2014 - 10/30/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/10/2013 - 06/04/2014
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
10/07/2010 - 10/07/2013
NEEDHAM & COMPANY, LLC (NEW YORK NY)
BC
Issued 10/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/29/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
N
NYSE American LLC
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NYSE Arca, Inc.
N
NYSE Chicago, Inc.
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NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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