Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Sklaver is a financial advisor with over 12 years of experience in the industry. Steven is a registered representative of Charles Schwab & CO., Inc. and is licensed to provide investment advice in several states. Steven's previous experience includes roles at TD Ameritrade, Inc., Park Avenue Securities LLC, and USAA Financial Advisors, Inc. Steven holds the Series 7, 9, 10, 66, and SIE licenses. He is also a Certified Financial Planner. Steven focuses on providing financial planning and investment advice to individuals and families.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
08/30/2021 - Present
Charles Schwab & CO., Inc. (Bridgewater NJ)
NJ
07/15/2022 - 07/29/2024
TD AMERITRADE, INC. (Red Bank NJ)
FL
02/07/2017 - 06/01/2017
PARK AVENUE SECURITIES LLC (TAMPA FL)
FL
01/02/2015 - 01/19/2017
CHARLES SCHWAB & CO., INC. (SARASOTA FL)
FL
08/03/2011 - 11/28/2014
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
BOTH
Issued 08/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Steven Sklaver is the right advisor for you? Invested Better is here to help.
