Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kurzweil is an investment advisor representative with Chapin, Davis, with a focus on providing financial planning and portfolio management services to individuals, businesses and pension plans. Steven has been in the financial services industry since 2000. Steven has offices in York, PA, Baltimore, MD and holds securities licenses Series 7, 31, and 65.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
PA
08/29/2022 - Present
Chapin, Davis (York PA)
PA
03/16/2021 - 03/31/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (HARRISBURG PA)
MD
05/16/2007 - 03/16/2021
CHAPIN, DAVIS (BALTIMORE MD)
MD
02/16/2005 - 05/03/2007
CITICORP INVESTMENT SERVICES (BALTIMORE MD)
NY
05/26/2000 - 01/13/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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