Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jay Perlman is a financial advisor with over 20 years of experience in the industry. Steven is currently registered with Wealthcare Advisory Partners LLC and has been with the firm since 2018. Previously, Steven was with MML Investors Services, LLC and NYLIFE Securities Inc. Steven is licensed in Pennsylvania. Steven provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Steven has been involved in a number of business activities outside of the financial services industry, such as operating Secure Planning Group, LLC and Delval Senior Advisors. Steven is also involved with Wealthcare Advisory Partners LLC as a Registered Investment Advisor.
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.
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.
1
2
PA
07/02/2018 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
PA
02/07/2007 - 07/05/2018
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
NY
08/06/1997 - 01/09/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
04/06/1995 - 08/09/1995
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 11/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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