Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gottlieb is a financial advisor registered with Private Advisor Group, LLC. Steven has been in the industry since 2009 and is licensed to provide investment advice in Colorado, Connecticut, Florida, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and Virginia. Steven has been with Private Advisor Group since 2013 and is also registered with the state of New York as a Registered Investment Advisor.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
05/27/2021 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
10/12/2012 - 08/08/2013
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
NY
11/25/2009 - 09/18/2012
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
NY
03/02/2009 - 08/24/2009
MCGINN, SMITH & CO., INC. (CLIFTON PARK NY)
NY
12/03/2008 - 03/02/2009
MORGAN STANLEY & CO. INCORPORATED (ALBANY NY)
BOTH
Issued 01/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Gottlieb is the right advisor for you? Invested Better is here to help.
