Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven James Bartoszewicz is a financial advisor with Global Retirement Partners LLC. Steven has a Series 65 license. Steven has been a financial advisor since 2014 and has experience working with individuals, corporations, charitable organizations, and retirement plans. Steven's previous experience includes roles at Morgan Stanley, Ward-Boland Associates, and Fiducia Group, LLC. Steven specializes in retirement planning and provides services such as financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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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CA
12/01/2021 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
IA
Issued 02/26/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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