Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steffan? Claim Your ProfileSteffan Hagendorf is a financial advisor with Kestra Advisory Services, LLC. Steffan has been in the financial services industry since March 2000. Steffan has experience working with various client types, including high-net-worth individuals, corporations, and charitable organizations. Steffan is registered with the state of New York and holds several industry licenses, including the Series 7, Series 31, and Series 66.
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.
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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NY
09/26/2022 - Present
Kestra Advisory Services, LLC (PORT JEFFERSON NY)
NY
03/11/2010 - 09/28/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HAUPPAUGE NY)
NY
05/29/2007 - 04/01/2010
CITIGROUP GLOBAL MARKETS INC. (SMITHTOWN NY)
NY
06/06/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (SMITHTOWN NY)
NY
03/08/2000 - 06/10/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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