Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bernknopf is a financial advisor registered with Perigon Wealth Management, LLC. Steven has been in the financial services industry since 1989 and holds several licenses and certifications, including the Series 7, 6, 62, and 63 licenses and the Certified Financial Planner designation. Steven works with a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Steven provides a variety of financial services, including financial planning, investment management, and insurance. Steven is dedicated to helping clients achieve their financial goals.
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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NJ
11/15/2022 - Present
Perigon Wealth Management, LLC (Cranberry NJ)
NJ
02/03/2017 - 11/22/2022
LPL FINANCIAL LLC (CRANBURY NJ)
NJ
11/13/2009 - 03/03/2017
SAXONY SECURITIES, INC. (MORGANVILLE NJ)
NJ
09/20/1989 - 11/13/2009
TFS SECURITIES, INC. (MORGANVILLE NJ)
BC
Issued 08/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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