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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 Joel Lasky is a financial advisor with Voya Financial Advisors, Inc., a firm that specializes in offering financial planning, portfolio management for individuals and businesses, and educational seminars. Steven Joel Lasky has been in the financial industry since 1989 and holds several licenses and certifications including Series 7, Series 6, Series 63, Series 65 and Series 24. Steven Joel Lasky is registered to provide investment advice in 20 states and is also registered with FINRA and the SEC. Steven Joel Lasky has experience working with various client types including individuals, corporations and charitable organizations.
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.
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.
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2
NY
05/13/2021 - Present
Voya Financial Advisors, Inc. (ELMSFORD NY)
NY
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ELMSFORD NY)
CT
03/29/1990 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
AZ
12/12/1989 - 03/08/1990
LEXINGTON MANAGEMENT CORPORATION (SCOTTSDALE AZ)
IA
Issued 05/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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