Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Van steen is a financial advisor with Ameriprise Financial Services, LLC, located in Melville, NY. Paul has been in the financial services industry since April 12, 1981. Paul has also worked for Wells Fargo Advisors, Prudential Securities Incorporated, Paine Webber Incorporated, Lehman Brothers Inc., and David Lerner Associates, Inc. Paul holds Series 7, Series 52, Series 63 and Series 65 licenses, as well as the SIE exam. Paul specializes in providing financial planning, portfolio management for individuals and businesses, asset allocation services, pension consulting and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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 services
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
04/16/2021 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
07/01/2003 - 12/21/2016
WELLS FARGO ADVISORS (MELVILLE NY)
NY
06/01/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/18/1993 - 06/09/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/13/1984 - 02/11/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/13/1981 - 01/14/1985
DAVID LERNER ASSOCIATES, INC.
IA
Issued 08/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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