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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Alan Greene is a financial advisor with over 25 years of experience in the financial industry. Steven Greene is currently registered with Cambridge Investment Research Advisors, Inc. Steven Greene has been with Cambridge Investment Research Advisors, Inc. since 06/16/2020. Prior to joining Cambridge Investment Research Advisors, Inc., Steven Greene worked at Citizens Securities, Inc., Gunnallen Financial, Inc, PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc. and PNC Brokerage Corp. Steven Greene is also registered with the state of Pennsylvania as an Investment Advisor Representative.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
06/16/2020 - Present
Cambridge Investment Research Advisors, Inc. (Pittsburgh PA)
PA
05/31/2005 - 04/16/2019
CITIZENS SECURITIES, INC. (KITTANNING PA)
FL
06/23/2004 - 05/23/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
PA
01/01/2004 - 04/14/2004
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/30/1994 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
MA
02/03/1993 - 04/06/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/03/1993 - 04/06/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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