Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Reina is a registered representative with LPL Enterprise, LLC. Steven has been in the financial services industry since 2005. Steven's experience includes time with firms such as Lincoln Financial Advisors Corporation, MetLife Securities Inc., GunnAllen Financial, Inc., and UBS Financial Services Inc. Steven is registered to provide investment advisory services in New Jersey and New York. Steven is licensed in both states to provide investment advice and securities transactions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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NJ
11/14/2024 - Present
LPL Enterprise, LLC (EAST BRUNSWICK NJ)
NJ
09/02/2014 - 04/01/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (ISELIN NJ)
NJ
01/14/2009 - 09/04/2014
METLIFE SECURITIES INC. (PISCATAWAY NJ)
NJ
03/24/2008 - 01/07/2009
GUNNALLEN FINANCIAL, INC (EATONTOWN NJ)
NJ
03/28/2007 - 02/04/2008
CHASE INVESTMENT SERVICES CORP. (MADISON NJ)
NY
09/11/2006 - 03/22/2007
IFMG SECURITIES, INC. (STATEN ISLAND NY)
NY
07/21/2006 - 09/12/2006
ESSEX NATIONAL SECURITIES, INC. (BROOKLYN NY)
NJ
07/04/2005 - 05/25/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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