Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Dombrower is a financial advisor with over 27 years of experience in the industry. Steven is currently registered with LPL Financial LLC in Melville, NY, and is licensed to provide investment advice in a variety of states. Steven has a wide range of experience, having previously worked with American Portfolios Financial Services, Inc., ASCENSUS BROKER DEALER SERVICES, LLC, and OppenheimerFunds Distributor, Inc. Steven holds several professional designations including Chartered Financial Analyst. Steven specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
03/05/2024 - Present
LPL Financial LLC (MELVILLE NY)
NY
06/25/2020 - 10/13/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Melville NY)
MA
06/14/2016 - 07/24/2018
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
NY
10/04/1999 - 09/29/2015
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
03/28/1996 - 09/30/1999
ROCHDALE INVESTMENT MANAGEMENT INC. (NEW YORK NY)
NY
09/23/1994 - 12/08/1995
OCC DISTRIBUTORS (NEW YORK NY)
NY
01/13/1993 - 08/05/1994
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 11/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Dombrower is the right advisor for you? Invested Better is here to help.
