Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen James Csenge is a financial advisor with Provise Management Group, LLC. Stephen is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial services industry. Stephen’s expertise spans a wide range of financial planning and investment advisory services. Stephen is passionate about helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees as solicitor for seabridge invest advisor
1
2
FL
08/21/2023 - Present
Provise Management Group, LLC (CLEARWATER FL)
FL
08/13/2018 - 04/20/2020
LION STREET FINANCIAL, LLC (Clearwater FL)
FL
05/11/2016 - 08/03/2018
FSC SECURITIES CORPORATION (CLEARWATER FL)
FL
11/17/2004 - 01/21/2016
FSC SECURITIES CORPORATION (CLEARWATER FL)
NY
04/19/2000 - 11/22/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
08/02/1994 - 01/30/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
04/18/1989 - 06/28/1994
F.N. WOLF & CO., INC.
NA
05/17/1988 - 01/25/1989
F.N. WOLF & CO., INC.
NA
02/02/1987 - 05/19/1988
SHERWOOD CAPITAL, INC.
NA
02/24/1984 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 05/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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