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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 Mark Marantz is a financial advisor who has been in the industry since 1983. He has a wide range of experience, having worked with several firms including Voya Financial Advisors, Inc., PURSHE KAPLAN STERLING INVESTMENTS, J.W. COLE FINANCIAL, INC. He is currently an Investment Advisor Representative with Cetera Investment Advisers LLC. Steven holds licenses in several states including Connecticut, Massachusetts, Maryland, Florida, Pennsylvania, California, and Virginia. He has experience working with a wide range of clients including high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Steven also holds several designations. He is a financial planner and provides investment management services.
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 (GLASTONBURY CT)
CT
10/02/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (East Hartford CT)
CT
06/01/2018 - 10/08/2020
PURSHE KAPLAN STERLING INVESTMENTS (Glastonbury CT)
CT
06/05/2017 - 05/17/2018
J.W. COLE FINANCIAL, INC. (Glastonbury CT)
MA
05/28/2014 - 06/02/2017
CITIZENS SECURITIES, INC. (WESTFIELD MA)
CT
06/18/2008 - 05/23/2014
INFINEX INVESTMENTS, INC. (STAFFORD SPRINGS CT)
MA
12/13/2006 - 06/10/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (SPRINGFIELD MA)
MA
01/01/2005 - 01/03/2007
BANCNORTH INVESTMENT GROUP, INC. (PITTSFIELD MA)
MN
10/01/2001 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CT
08/27/1999 - 09/21/2001
PACVEST ASSOCIATES, INC. (WOODSTOCK CT)
MO
12/21/1982 - 08/26/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1987
Series 3 - National Commodity Futures Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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