Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Goldstein is a financial advisor with over 20 years of experience in the financial services industry. Steven is registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Steven's firm offers a variety of financial services including financial planning, portfolio management, and insurance. Steven has a broad range of experience in serving individuals, high-net-worth individuals, corporations, and institutions. Steven is committed to providing his clients with the highest level of personalized service.
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.
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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GA
07/26/2023 - Present
Kestra Advisory Services, LLC (ALPHARETTA GA)
GA
12/05/2008 - 09/14/2015
INVESTACORP, INC. (ALPHARETTA GA)
GA
11/06/2002 - 12/18/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
MN
11/06/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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