Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Goldberg is a financial advisor in Fanwood, New Jersey. Steven has been in the financial industry since 1993, working with clients in various areas, including financial planning, pension consulting and investment management. Steven is currently registered as a representative with Cambridge Investment Research Advisors, Inc. Steven is also a registered representative with Family Investors Company and has worked with them since 2000. Steven is also a member of several organizations including the Fanwood-Scotch Plains Rotary Club. Steven is an independent insurance agent for various independent insurance companies.
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.
Solicitation fees from 3rd party money managers
1
2
NJ
01/24/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fanwood NJ)
NJ
10/18/2000 - 01/17/2024
FAMILY INVESTORS COMPANY (FANWOOD NJ)
DE
07/19/1996 - 05/02/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
06/30/1993 - 07/29/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/30/1993 - 07/29/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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