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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 Kenneth Chensky is a financial advisor with UBS Financial Services Inc. based in Fort Worth, Texas. Steven has been in the financial industry since 1988. Steven is registered with the state of Texas as well as other states including Arizona, California, Colorado, Florida, Michigan, Oklahoma, Tennessee, and Virginia. Steven is a registered representative and investment advisor representative with the firm. Steven has experience working with individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, corporations, and charitable organizations. Steven also provides portfolio management services, financial planning, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
12/20/2013 - Present
UBS Financial Services Inc. (FT. WORTH TX)
TX
01/10/2003 - 12/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
RI
04/25/1989 - 01/24/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NA
12/14/1988 - 07/13/1989
FIRST INVESTORS CORPORATION
BOTH
Issued 11/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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