Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Newman is a financial advisor with Kovack Advisors, Inc. Steven has been in the financial industry since 1984. Steven has a strong background in financial planning and portfolio management. Steven is also a Certified Financial Planner and has several other designations and licenses, including Series 6, 7, 8, 9, 10, 63 and SIE. Steven is registered to provide investment advisory services in California, Florida, Georgia, Missouri, New York, North Carolina, Oklahoma, South Carolina, Texas and Virginia. Steven is also a registered representative with Kovack Securities, Inc. Steven is a partner with Strategic Planning Partners, LLC, which provides insurance and financial planning services. Steven is also an instructor at Stetson University in the finance department.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/20/2016 - Present
Kovack Advisors, Inc. (Olviedo FL)
FL
02/28/2014 - 05/27/2016
PROEQUITIES, INC. (ORLANDO FL)
FL
11/08/2006 - 02/28/2014
KOVACK SECURITIES INC. (MAITLAND FL)
FL
12/09/2005 - 10/18/2006
PRINCOR FINANCIAL SERVICES CORPORATION (MAITLAND FL)
TX
04/17/1985 - 07/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
03/15/1984 - 11/27/1989
OSHIMA & ASSOCIATES, INC. (BOSTON MA)
NA
06/07/1983 - 03/26/1984
FIRST INVESTORS CORPORATION
BC
Issued 06/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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