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 has been providing financial advice since 2003 and has worked for a variety of firms including MetLife Securities Inc., Park Avenue Securities LLC and now Cetera Investment Advisers LLC. Steven Degraff has a proven track record in the financial services industry and specializes in providing comprehensive financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Steven Degraff is dedicated to helping clients achieve their financial goals and provides personalized advice tailored to their specific needs.
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 6/9/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/4/2013
Series 7 - General Securities Representative Examination
BC
Issued 4/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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