Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Steinhilber is a financial advisor with Shuster Advisory Group, LLC. Carl has been in the financial services industry since 1989 and has extensive experience in the industry. Carl is licensed to provide investment advice in California and South Carolina. He is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA). Carl specializes in providing financial advice to individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, state and municipal government entities, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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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CA
07/18/2022 - Present
Shuster Advisory Group, LLC (PASADENA CA)
CT
05/01/2014 - 05/11/2018
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
08/08/2011 - 05/01/2014
MML INVESTORS SERVICES, LLC (ENFIELD CT)
CT
10/15/1993 - 08/11/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
04/04/1989 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BOTH
Issued 07/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/19/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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