Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Dickstein is a financial advisor with UBS Financial Services Inc. Steven has been in the industry for 8 years and has worked with Morgan Stanley and E*TRADE SECURITIES LLC in the past. Steven is licensed in Georgia. Steven specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TN
07/16/2024 - Present
UBS Financial Services Inc. (NASHVILLE TN)
GA
09/27/2023 - 06/25/2024
MORGAN STANLEY (Alpharetta GA)
GA
10/26/2015 - 01/18/2017
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 12/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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