Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Druckman is a financial advisor with Wealthplan Partners. Steven is a registered representative with FINRA and has been in the financial services industry since 2007. Steven is also a licensed insurance broker specializing in life, disability, and long-term care insurance. Steven holds the Series 7 and 66 securities licenses as well as the Series 63 license. Steven offers investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.
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.
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.
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NE
06/02/2021 - Present
Wealthplan Partners (OMAHA NE)
NV
08/14/2019 - 06/14/2024
SECURITIES AMERICA, INC. (LAS VEGAS NV)
NJ
12/10/2018 - 03/20/2019
APW CAPITAL, INC. (Pennington NJ)
NJ
07/26/2017 - 12/07/2018
PURSHE KAPLAN STERLING INVESTMENTS (Bridgewater NJ)
NJ
06/22/2012 - 05/02/2016
LPL FINANCIAL LLC (BRIDGEWATER NJ)
NY
07/06/2007 - 06/29/2012
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 08/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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