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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ershowsky is a financial advisor with Ameriprise Financial Services, LLC in Fort Myers, Florida. Steven has been in the financial services industry for over 25 years. Steven has been with Ameriprise Financial Services, LLC since 2012 and is registered as an Investment Advisor Representative in Texas. Steven holds the Series 6, Series 7, and SIE licenses. Steven is also a Certified Financial Planner. Steven has experience working with individuals, families, trusts and estates, insurance companies, and charitable organizations. Steven's firm, Ameriprise Financial Services, LLC, manages over $479 billion in assets and provides a wide range of financial services to individuals, families, and businesses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
11/07/2014 - Present
Ameriprise Financial Services, LLC (Fort Myers FL)
FL
02/01/2007 - 03/28/2012
PRINCOR FINANCIAL SERVICES CORPORATION (FORT MYERS FL)
FL
04/07/2006 - 02/01/2007
MADISON AVENUE SECURITIES, INC. (FORT MYERS FL)
FL
10/31/1995 - 04/26/2006
SECURIAN FINANCIAL SERVICES, INC. (FT MYERS FL)
MA
02/25/1994 - 11/07/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/25/1994 - 11/07/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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