Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Artzi is a financial advisor with over 25 years of experience in the industry. Steven is currently registered with Raymond James Financial Services Advisors, Inc. and is based out of the Boca Raton, Florida office. Prior to joining Raymond James, Steven was with Morgan Stanley and Citigroup Global Markets Inc. Steven has a broad range of experience in the financial services industry and is dedicated to providing his clients with personalized financial advice. Steven is committed to helping his 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.
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
FL
03/08/2017 - Present
Raymond James Financial Services Advisors, Inc. (BOCA RATON FL)
FL
06/01/2009 - 01/25/2017
MORGAN STANLEY (BOCA RATON FL)
FL
05/21/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
03/06/2003 - 05/24/2007
ROYAL ALLIANCE ASSOCIATES, INC. (BOCA RATON FL)
MA
04/10/1998 - 03/06/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
03/14/1997 - 01/22/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/29/1994 - 03/12/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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