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Ely Steinfeld

American Portfolios Financial Services, Inc.

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About Ely Steinfeld

Ely Steinfeld is a financial advisor with American Portfolios Financial Services, Inc. Ely has been in the industry since 1996 and has been registered with FINRA since 2009. Ely holds the Series 6, Series 63 and SIE licenses. Ely has been registered in California, Florida, Michigan, New Jersey, and New York. Previously, Ely was also registered with Penn Plaza Brokerage, Ltd. and First Investors Corporation.

Firm Information

Ely Steinfeld is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Ely Steinfeld’s Registration & Firm History

NY

09/04/2009 - Present

American Portfolios Financial Services, Inc. (NEW YORK NY)

NY

08/23/2004 - 09/03/2009

PENN PLAZA BROKERAGE, LTD. (NEW YORK NY)

NJ

11/12/1996 - 08/26/2004

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 11/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ely Steinfeld.
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