Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Maurice Weinstein is a financial advisor registered with Independent Financial Partners. Steven Weinstein is a financial advisor with over 35 years of experience in the industry. Steven Weinstein has licenses in Alaska, Arkansas, Colorado, Florida, Indiana, Kansas, Kentucky, Nebraska, North Carolina, Ohio, South Carolina, Virginia, and Wisconsin. Steven Weinstein is also a Certified Financial Planner. Steven Weinstein provides financial planning, pension consulting, and educational seminars. Steven Weinstein also provides non-discretionary investment advice and portfolio management for individuals. Steven Weinstein is associated with two other firms: Securities America Advisors, Inc. and Securities America, Inc. Steven Weinstein also offers insurance sales and has a position with Weinstein Financial Group, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
OH
01/15/2025 - Present
Independent Financial Partners (Middletown OH)
OH
04/28/2017 - 11/14/2019
SECURITIES AMERICA, INC. (MIDDLETOWN OH)
OH
09/08/2009 - 05/15/2017
LPL FINANCIAL LLC (MIDDLETOWN OH)
OH
02/09/1998 - 09/08/2009
MUTUAL SERVICE CORPORATION (MIDDLETOWN OH)
OH
03/08/1988 - 02/26/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NA
11/26/1984 - 03/15/1988
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
12/13/1983 - 10/05/1984
HOME LIFE EQUITY SALES CORP.
BC
Issued 01/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1992
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/16/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/06/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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