Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Degraff is a financial advisor who has been in the industry for over 20 years. Steven holds a Series 6, 7, and 63 license and has experience working with various clients, including individuals, businesses, and institutions. Steven currently works as a Financial Advisor for Cetera Investment Advisers LLC, and specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (GROTON CT)
CT
04/29/2016 - 02/16/2023
PARK AVENUE SECURITIES LLC (GROTON CT)
CT
04/17/2003 - 05/03/2016
METLIFE SECURITIES INC. (NEW LONDON CT)
CT
04/17/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW LONDON CT)
IA
Issued 06/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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