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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ian Borenstein is a financial advisor currently registered with Morgan Stanley. Steven has been in the financial industry since February 1997 and has experience with a variety of investment products and services. Steven is licensed to provide investment advice in several states including New Jersey and Texas, and has a wide range of experience with clients including high-net-worth individuals, corporations, and charitable organizations. Steven's previous experience includes working with firms like Citigroup Global Markets Inc. and Morgan Stanley & Co. Incorporated. Steven is committed to providing personalized financial guidance to help clients achieve their investment 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
04/15/2020 - Present
Morgan Stanley (Marlton NJ)
NJ
11/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NJ
04/02/2007 - 11/05/2007
MORGAN STANLEY & CO., INCORPORATED (VOORHEES NJ)
NJ
02/19/1997 - 04/02/2007
MORGAN STANLEY DW INC. (VOORHEES NJ)
IA
Issued 03/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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