Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lichtenstein is a financial advisor who has been in the industry since 1993. Steven is currently registered with Park Avenue Securities LLC and is licensed in several states. Steven has a wide range of experience in the financial industry and offers a variety of services to clients, including financial planning, educational seminars, and portfolio management. Steven also has experience in insurance sales and works with clients who are not ideal risks for Guardian.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
11/13/2015 - Present
Park Avenue Securities LLC (MELVILLE NY)
NY
03/08/1993 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/31/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Lichtenstein is the right advisor for you? Invested Better is here to help.
