Financial Advisor & Investment Strategist
- Spending time with my family and friends
- Reading and podcasts
- Following my favorite NY sports teams
- The George Washington University, BBA-International Business, 2014
- Series 66, Series 7, Life & Health Certification held through LPL Financial
- Accredited Investment Fiduciary®
Roles & Responsibilities
- Steve is a Financial Advisor as well as an Investment Strategist.
- Steve monitors the daily needs of our clients by assisting with comprehensive financial planning topics, portfolio monitoring, investment research and trading operations/activities.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.