Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Weisberg is a registered representative with Navy Federal Investment Services, LLC. Steven has been in the securities industry since 2014 and has a Series 7, Series 24, Series 63, Series 99TO and SIE. Steven specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Financial Planning, Educational Seminars and Selection of Other Advisers. Prior to working at Navy Federal Investment Services, LLC, Steven was employed by CHARLES SCHWAB & CO., INC. The firm has 111 licensed agents, 73 Investment Adviser Representatives and 120 Registered Representatives. The firm's main office is located in Vienna, Virginia. The firm's approximate assets under management are between $1 billion - $10 billion and the firm's client count is 0.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
08/11/2022 - Present
Navy Federal Investment Services, LLC (Vienna VA)
TX
10/07/2014 - 07/12/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
BC
Issued 10/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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