Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Zeitchick is a financial advisor with over 25 years of experience in the industry. Steven is registered with Ladenburg Thalmann Asset Management Inc. and has held previous positions with Securities America, Inc., Ladenburg Capital Management Inc. and GBI Capital Partners Inc. Steven's areas of expertise include providing model recommendations to other RIAs, as well as portfolio management services for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Provide model recommendations to other rias
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/26/2023 - Present
Ladenburg Thalmann Asset Management Inc. (Boca Raton FL)
FL
03/08/2019 - 12/31/2022
SECURITIES AMERICA, INC. (Boca Raton FL)
NY
01/02/2002 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NY
04/04/2001 - 01/02/2002
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
11/21/1997 - 06/15/2001
GBI CAPITAL PARTNERS INC. (BETHPAGE NY)
BOTH
Issued 05/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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