Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven J Marin is an investment advisor representative with Equitable Advisors, LLC. Steven has been in the financial industry since October 2011 and holds both a Series 63 and 65 license. Steven also holds the Series 7 and SIE licenses. Steven is registered to provide investment advice and services in California, Connecticut, District of Columbia, Florida, Indiana, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Steven is also an active insurance agent.
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
FL
02/24/2021 - Present
Equitable Advisors, LLC (BOCA RATON FL)
IA
Issued 09/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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