Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kamel Sayegh is a financial advisor who has been in the industry since 2003. He currently works at Cetera Investment Advisers LLC and is registered as a broker-dealer in New Jersey, New York and Texas. Steven has previously worked at LPL Financial LLC, BANC of America Investment Services, Inc., Countrywide Investment Services, Inc., HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc. and Morgan Stanley DW Inc. Steven holds several professional licenses, including Series 63, Series 65, Series 7, Series 31 and SIE. His areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.
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
02/23/2023 - Present
Cetera Investment Advisers LLC (STATEN ISLAND NY)
NY
07/23/2009 - 05/07/2020
LPL FINANCIAL LLC (STATEN ISLAND NY)
CT
09/04/2008 - 07/06/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENWICH CT)
NY
01/01/2007 - 09/08/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (SCARSDALE NY)
NY
01/01/2005 - 12/02/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
03/19/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
05/22/2001 - 02/27/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/6/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 5/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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