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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 Filanowicz is a financial advisor with Cetera Investment Advisers LLC. Steven has been in the financial industry since 2005 and holds a number of licenses, including Series 7, 6, 63, 66, 52, and 24. Steven works with a variety of clients, including individuals, businesses, and retirement plans. Steven specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Steven is committed to providing personalized service and helping his clients achieve their financial goals.
Enfield, CT
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.
A percentage of the total value of assets under management is charged.
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2
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (Enfield CT)
CT
02/12/2018 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
10/03/2017 - 01/30/2018
INFINEX INVESTMENTS, INC. (MERIDEN CT)
CT
09/19/2013 - 09/29/2017
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
01/04/2011 - 09/19/2013
DIRECTED SERVICES LLC (WINDSOR CT)
CT
07/11/2005 - 11/29/2010
DIRECTED SERVICES LLC (WINDSOR CT)
BOTH
Issued 9/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/2/2022
Series 4 - Registered Options Principal Examination
BC
Issued 11/5/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 9/24/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/25/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 7/8/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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