Unclaimed
Stephen Littenberg is a financial advisor at Private Advisor Group, LLC with over 30 years of experience in the financial services industry. Stephen has a broad range of experience in providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Stephen is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/01/2024 - Present
Private Advisor Group, LLC (Red Bank NJ)
NJ
04/14/2010 - 10/27/2020
NATIONAL SECURITIES CORPORATION (TINTON FALLS NJ)
NJ
04/11/2000 - 04/23/2010
ING FINANCIAL ADVISERS, LLC (WOODBRIDGE NJ)
CT
04/17/2000 - 09/21/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
03/14/1991 - 04/19/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/14/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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