Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Edward Martino is a financial advisor with over 20 years of experience in the industry. Steven is currently registered with Cetera Investment Advisers LLC as a Registered Investment Advisor. Steven has a Series 6, Series 63, and Series 65 licenses and has passed the SIE exam. Steven also holds a CPA license and is a managing partner with MARTINO&FISHER,LLC, a business that provides accounting, tax, and consulting services. Cetera Investment Advisers LLC is a financial advisory firm that manages approximately $104 billion in assets for a wide range of clients, including individuals, families, businesses, and institutions. Cetera Investment Advisers LLC offers a variety of financial services, including financial planning, investment management, and retirement planning.
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.
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.
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NJ
05/26/2008 - Present
Cetera Investment Advisers LLC (WYCKOFF NJ)
NJ
08/19/1998 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 05/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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