Unclaimed
Steven Andrew Fuerbacher is a financial advisor with LPL Financial LLC, a large independent broker-dealer and investment advisor. Steven has been in the financial services industry since 1994. Steven's expertise includes financial planning, portfolio management, and investment advisory services. Steven has held previous positions at Santander Securities LLC, INVEST Financial Corporation, Essex National Securities, Inc., Quick & Reilly, Inc., NDB Capital Markets, LP, and M. H. Meyerson & Co., Inc. Steven is licensed to provide investment advice and services in Delaware, Florida, Georgia, Maryland, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
09/30/2022 - Present
LPL Financial LLC (EATONTOWN NJ)
NJ
09/19/2012 - 09/30/2022
SANTANDER SECURITIES LLC (Ocean NJ)
NJ
06/30/2008 - 09/19/2012
LPL FINANCIAL LLC (JACKSON NJ)
NJ
10/02/2003 - 07/01/2008
INVEST FINANCIAL CORPORATION (MORGANVILLE NJ)
CA
07/14/2003 - 10/08/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
12/18/2001 - 06/16/2003
QUICK & REILLY, INC. (NEW YORK NY)
NY
09/15/2000 - 07/31/2001
NDB CAPITAL MARKETS, LP (NEW YORK NY)
NJ
10/25/1993 - 09/13/2000
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
IA
Issued 03/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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