Unclaimed
Steve Alan Libov is a financial advisor with over 30 years of experience in the financial services industry. Steve is currently registered with Steward Partners Investment Advisory, LLC, and is also a registered Investment Advisor Representative in New York and Texas. Steve has a broad range of experience in the financial services industry and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Steve is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to joining Steward Partners Investment Advisory, LLC, Steve worked at Raymond James Financial Services, Inc., Janney Montgomery Scott LLC, PaineWebber Incorporated, Smith Barney Shearson Inc. and Lehman Brothers Inc. Steve is a graduate of the University of Pennsylvania.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
08/25/2017 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NY
06/16/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
03/30/2000 - 06/26/2017
JANNEY MONTGOMERY SCOTT LLC (PURCHASE NY)
NJ
01/17/1994 - 03/31/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/31/1993 - 01/31/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
11/21/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 6/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/5/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/2/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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