Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Zerbarini is a financial advisor with Atlantis Wealth Advisors LLC. Steven has over 20 years of experience in the financial services industry. Steven has a wide range of experience in helping clients with their financial planning needs. Steven holds Series 7, 10, 24, 63, and 65 licenses. Steven has been registered with the Securities and Exchange Commission (SEC) since 1997.
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.
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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FL
02/28/2019 - Present
Atlantis Wealth Advisors LLC (Dunedin FL)
FL
12/01/2006 - 12/18/2018
NEXT FINANCIAL GROUP, INC. (SAFETY HARBOR FL)
FL
02/11/1997 - 12/08/2006
AMERIPRISE FINANCIAL SERVICES, INC. (PALM HARBOR FL)
MN
02/11/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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