Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Barbesh is a financial advisor with Park Avenue Securities LLC, a registered broker-dealer and investment advisor. Steven has been in the financial industry since 2001. Steven holds a Series 6, 7, and 63 licenses and specializes in working with individual investors. Steven has worked with various firms throughout his career. His previous roles include Manning & Napier Investor Services, Inc., Oppenheimerfunds Distributor, Inc., Hornor, Townsend & Kent, Inc., AllianceBernstein Investments, Inc., and New England Securities. Steven is registered with the state of New Jersey.
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
NJ
07/30/2024 - Present
Park Avenue Securities LLC (HOLMDEL NJ)
NY
05/11/2021 - 12/31/2023
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
NY
02/12/2015 - 05/24/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
01/03/2013 - 09/13/2013
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
NY
08/18/2004 - 01/07/2013
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NY
07/12/2001 - 08/23/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 09/09/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Barbesh is the right advisor for you? Invested Better is here to help.
