Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lawrence Sherman is an Investment Advisor Representative at CS Advisors Inc. Steven has been in the industry for over 20 years. Steven began his career at SPEAR, LEEDS & KELLOGG in 1994. After that, Steven worked at STC SECURITIES CORPORATION before starting at CS Advisors Inc. in 2002. Steven is licensed in Florida, New York, North Carolina and Texas. Steven holds the Series 66 and Series 7 securities licenses.
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.
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.
1
2
FL
03/23/2023 - Present
CS Advisors Inc. (BOCA RATON FL)
FL
06/14/2002 - 06/09/2005
STC SECURITIES CORPORATION (BOCA RATON FL)
NY
08/09/1994 - 03/13/1995
SPEAR, LEEDS & KELLOGG (NEW YORK NY)
BOTH
Issued 07/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Steven Sherman is the right advisor for you? Invested Better is here to help.
