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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jay Litner is a financial advisor with Ameriprise Financial Services, LLC. Steven Litner has been in the financial services industry since November 1985. Steven Litner provides financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations. Steven Litner is also a registered investment advisor and has passed the Series 7, Series 63, and Series 65 exams.
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.
Asset allocation services
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
NY
05/17/2024 - Present
Ameriprise Financial Services, LLC (New York NY)
NY
03/25/2017 - 03/29/2022
MML INVESTORS SERVICES, LLC (New York NY)
NY
07/15/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (New York NY)
NY
11/06/1985 - 07/23/2014
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/06/1985 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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