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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 Leo Klosterman is a financial advisor with Halbert Hargrove. Steven is licensed to provide investment advice in California, Colorado and Texas. Steven Klosterman has over 30 years of experience in the financial services industry and has held various roles at firms such as Hagerty, Van Mourick & Logan, PN Capital Corp., Endeavor Group, Incap Financial Corporation and University Securities Corporation. Steven Klosterman is a general partner in Klosterman Family Partnership, investing in real estate and securities. Steven Klosterman is also the chairman of Klosterman Capital Corporation.
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.
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.
Investment consulting
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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CA
12/14/2012 - Present
Halbert Hargrove (LONG BEACH CA)
NA
03/14/1988 - 11/06/1989
HAGERTY, VAN MOURICK & LOGAN
NA
03/21/1986 - 09/16/1987
PN CAPITAL CORP.
NA
06/12/1985 - 06/12/1987
ENDEAVOR GROUP
NA
12/22/1981 - 04/16/1985
INCAP FINANCIAL CORPORATION
NA
09/23/1980 - 08/10/1981
UNIVERSITY SECURITIES CORPORATION
BC
Issued 03/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1981
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 04/10/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
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