Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Brettler is a financial advisor currently registered with Gladstone Wealth Partners. Steven Brettler has been in the industry since May 2001 and has been registered with Gladstone Wealth Partners since December 2020. Steven Brettler is licensed to provide investment advice in Delaware, New Hampshire, New Jersey, and Pennsylvania.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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.
1
2
NJ
05/27/2021 - Present
Gladstone Wealth Partners (Mount Laurel NJ)
DE
06/01/2009 - 11/17/2020
MORGAN STANLEY (GREENVILLE DE)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLUE BELL PA)
PA
05/07/2001 - 04/02/2007
MORGAN STANLEY DW INC. (BLUE BELL PA)
BOTH
Issued 06/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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