Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Greenberg is a registered investment advisor representative with Cetera Investment Advisers LLC. Steven has been working in the financial services industry since March 17, 2001. Prior to joining Cetera Investment Advisers LLC, Steven worked at Summit Brokerage Services, Inc. and The Investment Center, Inc. Steven is licensed to sell securities in California, District of Columbia, Florida, Georgia, New Jersey, New York, North Carolina, South Carolina, and Washington. Steven also holds the Series 66, Series 7, and SIE licenses. Steven specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
GA
03/21/2023 - Present
Cetera Investment Advisers LLC (ST SIMONS ISLAND GA)
GA
09/12/2013 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (ST SIMONS ISLAND GA)
GA
11/07/2008 - 10/10/2013
THE INVESTMENT CENTER, INC. (ST. SIMONS ISLAND GA)
NJ
08/08/2005 - 10/28/2008
CITIGROUP GLOBAL MARKETS INC. (SEA GIRT NJ)
NJ
03/08/2001 - 08/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 03/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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