Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Milwich is a financial advisor with Allstate Financial Services, LLC. Steven has been in the financial services industry since 1986 and has a strong track record of providing personalized financial advice to clients. Steven is registered with the state of New York and holds Series 6, 26, and 63 licenses. Steven is committed to providing clients with the highest level of service and helping them 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.
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.
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NY
01/31/2018 - Present
Allstate Financial Services, LLC (LEVITTOWN NY)
NY
05/17/2017 - 01/25/2018
NYLIFE SECURITIES LLC (MELVILLE NY)
NY
02/03/2015 - 12/01/2016
EQUITY SERVICES, INC. (HAUPPAUGE NY)
NY
11/02/2011 - 09/26/2014
HORNOR, TOWNSEND & KENT, INC. (UNIONDALE NY)
NY
05/24/2011 - 11/21/2011
AMERITAS INVESTMENT CORP. (MELVILLE NY)
NY
07/10/2007 - 06/22/2009
MML INVESTORS SERVICES, INC. (NEW YORK NY)
NY
08/21/2006 - 07/09/2007
PARK AVENUE SECURITIES LLC (NEW HYDE PARK NY)
NY
05/19/2005 - 08/08/2006
FORESTERS EQUITY SERVICES, INC. (MELVILLE NY)
DE
01/31/2003 - 02/08/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
VT
06/04/2002 - 03/13/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
10/11/2000 - 05/17/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
03/20/2000 - 08/09/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/20/2000 - 08/09/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/06/1999 - 02/29/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
03/04/1998 - 05/06/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
09/01/1982 - 10/20/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/01/1982 - 10/20/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 04/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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