Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Anastasia is a financial advisor with over 20 years of experience in the financial services industry. Steven is currently registered with Cetera Investment Advisers LLC in Tampa, Florida. Previously, Steven worked with SunTrust Investment Services, Inc. in Tampa, Florida and Amsouth Investment Services, Inc. in Birmingham, Alabama. Steven has a diverse background with experience working for MetLife Securities Inc., and Metropolitan Life Insurance Company. Steven holds several industry certifications, including the Certified Financial Planner designation and the Chartered Financial Consultant designation. Steven has extensive experience providing financial planning and investment management services to a variety of clients including high-net-worth individuals, corporations, and charitable organizations.
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.
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2
FL
09/10/2019 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
12/18/2003 - 01/06/2015
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
AL
01/16/1998 - 11/17/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MA
06/01/1993 - 03/22/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/01/1993 - 03/22/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 5/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 8/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 8/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 2/3/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 5/7/1998
Series 7 - General Securities Representative Examination
BC
Issued 5/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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