Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Benjamin Siskin is a financial advisor with over 35 years of experience in the financial services industry. Steven is registered as a broker-dealer with Raymond James Financial Services Advisors, Inc. Steven has previously worked with RSR Capital Group, Inc., Robert Thomas Securities, Inc, and Municicorp of California. Steven holds licenses for municipal securities, general securities, and securities industry essentials. Steven also holds the Series 24 General Securities Principal Examination. Steven is licensed in 48 states and is a registered investment advisor in California and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
02/12/2015 - Present
Raymond James Financial Services Advisors, Inc. (ENCINO CA)
NA
12/14/1990 - 10/17/1995
RSR CAPITAL GROUP, INC.
FL
02/01/1990 - 12/12/1990
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CA
03/29/1985 - 02/08/1990
MUNICICORP OF CALIFORNIA (WOODLAND HILLS CA)
BC
Issued 08/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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