Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Futoran is a financial advisor with over 27 years of experience in the industry. Steven is currently registered with Manning & Napier Advisors, LLC, a firm he joined in March 2023. Steven previously worked at Voya Investment Management, Wells Fargo Funds Distributor, LLC, and Charles Schwab & Co., Inc. Steven holds Series 63, 66, 7, 24, and SIE licenses. Steven specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
1
2
NY
09/18/2023 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
GA
08/24/2020 - 03/14/2023
VOYA INVESTMENTS DISTRIBUTOR, LLC (Atlanta GA)
NC
03/13/2008 - 01/28/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NY
04/27/2007 - 02/22/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
MA
11/04/2005 - 03/29/2007
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
TX
04/22/2005 - 10/26/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
06/29/1998 - 04/22/2005
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
06/27/1994 - 02/21/1997
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
NA
12/13/1993 - 07/01/1994
J. GREGORY & COMPANY, INC.
BOTH
Issued 05/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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