Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Abramowicz is a financial advisor with Ameriprise Financial Services, LLC in Franklin, Tennessee. Steve has over 27 years of experience in the financial services industry. Steve has a Series 7, Series 31, and Series 63 license. He is also a Registered Investment Advisor (RIA) in Tennessee, Texas, and Washington. Steve is a specialist in providing financial planning, investment management, and asset allocation services. He has extensive experience working with high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. He has also worked with insurance companies, charitable organizations, and trusts and estates. Steve’s previous employers include UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Banc of America Securities LLC, Montgomery Securities, The Shemano Group, Inc., H.J. Meyers & Co., Inc. and Bear, Stearns & Co. Inc.
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.
1
2
TN
06/02/2022 - Present
Ameriprise Financial Services, LLC (Franklin TN)
WA
01/16/2009 - 06/07/2022
UBS FINANCIAL SERVICES INC. (Bellevue WA)
WA
04/02/2007 - 01/20/2009
MORGAN STANLEY & CO. INCORPORATED (BELLEVUE WA)
WA
11/30/2001 - 04/02/2007
MORGAN STANLEY DW INC. (BELLEVUE WA)
NY
10/01/1997 - 11/30/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
08/29/1996 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
CA
12/13/1995 - 05/02/1996
THE SHEMANO GROUP, INC. (SAN FRANCISCO CA)
NY
05/25/1995 - 12/17/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
10/31/1994 - 01/30/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 01/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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