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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 with Cetera Investment Advisers LLC, a firm with offices in Schaumburg, Illinois. Steven has been in the financial services industry since 1983. Cetera Investment Advisers LLC specializes in providing investment advice to individuals, businesses, high-net-worth individuals, and pension and profit-sharing plans. Steven is registered with the state of Connecticut as an Investment Advisor Representative. Steven is also a registered Investment Advisor Representative with the state of Massachusetts.
Dalton, MA
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (Dalton MA)
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 2/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1987
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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