Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Joseph Gessner is a financial advisor at WPG Financial Group, LLC. Steven has been in the financial industry since 1995. Steven has worked at several firms including AXA Advisors, LLC, MONY Securities Corporation, Woodbury Financial Services, Inc., and Cambridge Investment Research, Inc. Steven is a Certified Financial Planner. Steven's areas of specialization include retirement planning, college savings, and estate planning.
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.
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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MD
12/03/2024 - Present
WPG Financial Group, LLC (BALTIMORE MD)
MD
10/18/2018 - 06/25/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BALTIMORE MD)
MD
11/16/2012 - 11/05/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (BALTIMORE MD)
MD
09/30/2005 - 11/20/2012
WOODBURY FINANCIAL SERVICES, INC. (BALTIMORE MD)
NY
06/01/2005 - 09/30/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/24/1995 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 07/26/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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