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 Lisuzzo is a financial professional with over 39 years of experience in the industry. Steven is currently registered with Cetera Investment Advisers LLC. Steven has been with Cetera Investment Advisers LLC since February 2009. Previously, Steven was with Cetera Financial Specialists LLC from October 2005 to February 2009. Steven also has experience with C. J. M. PLANNING CORP., WALNUT STREET SECURITIES, INC., NATHAN & LEWIS SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Steven is registered to provide investment advisory services in New York.
ALBANY, NY
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
NY
04/12/2021 - Present
Cetera Investment Advisers LLC (ALBANY NY)
NJ
01/28/2005 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
CA
08/01/2003 - 01/28/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
11/18/1987 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
11/04/1986 - 11/27/1987
METLIFE SECURITIES INC.
NA
11/03/1982 - 11/27/1987
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 1/3/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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