Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bresler is a financial advisor with over 35 years of experience in the financial services industry. Steven is currently registered with Planmember Securities Corp. in Golden, Colorado and has previously worked for a variety of financial institutions, including GWFS Equities, Inc., Hartford Securities Distribution Company, Inc., and Aetna Investment Services, LLC. Steven holds a number of licenses and certifications, including Series 6, 7, 24, 26, 63, and 65, as well as the Securities Industry Essentials (SIE) Exam. Steven is a registered representative and an investment advisor representative, which allows him to provide a wide range of financial services to clients. Steven is also a licensed insurance agent. Steven has specialized in providing investment supervisory services, financial planning, pension consulting, and educational seminars. Steven's experience and qualifications make him a valuable resource for clients seeking financial advice and guidance.
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.
Provides investment supervisory services
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.
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2
CO
04/29/2020 - Present
Planmember Securities Corp. (Golden CO)
CO
11/30/2011 - 05/03/2018
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CT
05/04/2011 - 06/15/2011
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CA
03/24/2004 - 04/30/2008
HARTFORD EQUITY SALES COMPANY INC. (WALNUT CREEK CA)
NJ
06/07/2002 - 03/22/2004
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
11/18/1998 - 03/26/2002
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CT
11/18/1998 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NJ
06/19/1978 - 06/02/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
BC
Issued 08/18/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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