Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven George Kashishian is a financial advisor with over 40 years of experience in the financial services industry. Steven is currently registered with Janney Montgomery Scott LLC and has been with the firm since 1990. Steven has a strong track record of providing financial planning and portfolio management services to a wide range of clients, including individuals, families, corporations, and charitable organizations. Steven has passed the Series 3, 5, 7, 9, 10, 63 and SIE exams and is also a registered Investment Advisor in New Jersey. Steven has been involved in the financial services industry since 1978 and has held various positions at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and E. F. Hutton & Company Inc. Steven is dedicated to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
04/14/2011 - Present
Janney Montgomery Scott LLC (Montvale NJ)
NY
10/16/1985 - 02/05/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
08/21/1980 - 10/28/1985
E. F. HUTTON & COMPANY INC
NA
07/21/1978 - 09/08/1980
PHILIPS, APPEL & WALDEN, INC.
BC
Issued 09/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1982
Series 3 - National Commodity Futures Examination
BC
Issued 10/14/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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