Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Blair Feit is an investment advisor representative who has been in the industry since 1982. He is currently registered with Hightower Advisors, LLC and has previously been registered with UBS Financial Services Inc., CIBC World Markets, Oppenheimer & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J. B. Hanauer & Co. Steven is licensed in multiple states, including Arizona, California, Florida, New Jersey, and New York. He is a well-rounded professional with experience in a variety of financial services, including financial planning, pension consulting, portfolio management, and selection of other advisors.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
03/18/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
NJ
08/20/1999 - 03/30/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/21/1983 - 09/08/1999
CIBC WORLD MARKETS (NEW YORK NY)
NA
04/03/1988 - 04/18/1995
OPPENHEIMER & CO., INC.
NA
06/24/1982 - 08/01/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/25/1982 - 03/03/1982
J. B. HANAUER & CO.
IA
Issued 08/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1982
Series 5 - Interest Rate Options Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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