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 Cetera Investment Advisers LLC in TAMPA, FL. Steven has been in the financial industry since 1999 and has a total of 15 years of experience as a Registered Representative. Steven has Series 6, 7, 31, 26, 63, and SIE licenses. Steven holds the Certified Financial Planner and Chartered Financial Consultant designations. Prior to Cetera Investment Advisers LLC, Steven was employed by SUNTRUST INVESTMENT SERVICES, INC., AMSOUTH INVESTMENT SERVICES, INC., METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. In addition to financial advising Steven also owns 10% of MONTYS PIZZERIA and 100% of SUNRISE HOLDING DEVELOPMENT CORP. Steven is registered in Florida.
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 05/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 05/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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