Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Turi is a registered Investment Advisor Representative with Skyview Investment Advisors, LLC. Steven has been in the industry since 1985. Steven Turi specializes in Portfolio Management for individuals, businesses, and Pooled Investment Vehicles. He has expertise in several areas of finance, including investment advisory services, financial planning, and wealth management. Steven has held previous roles at Barclays Capital Inc. and Daiwa Securities America Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
07/06/2017 - Present
Skyview Investment Advisors, LLC (SHREWSBURY NJ)
NY
08/14/1998 - 11/30/1998
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
02/08/1994 - 07/31/1998
DAIWA SECURITIES AMERICA INC. (NEW YORK NY)
NA
08/14/1985 - 11/07/1985
FIRST INVESTORS CORPORATION
IA
Issued 08/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/23/1995
Series 24 - General Securities Principal Examination
BC
Issued 02/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1994
Series 3 - National Commodity Futures Examination
BC
Issued 08/13/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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