Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Cellen has been in the financial industry since 2000. Steven is registered with Equity Services, Inc. in New York. Steven also has been registered with Northwestern Mutual Investment Services, LLC, MML Investors Services, LLC and Robert W. Baird & Co. Incorporated. Steven holds the following licenses: Series 6, Series 26 and Series 63. Steven provides financial planning, pension consulting, educational seminars, and portfolio management for individuals. Steven also provides selection of other advisers. Steven provides services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and high net worth individuals. Steven has been active in the insurance industry since 2012 as an agent for several insurance companies selling life, disability, and health insurance under the DBA of Cellen Financial.
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.
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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NY
06/22/2021 - Present
Equity Services, Inc. (RONKONKOMA NY)
NY
05/05/2009 - 09/06/2012
MML INVESTORS SERVICES, LLC (HOLBROOK NY)
NY
11/20/2000 - 05/06/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOLBROOK NY)
WI
11/20/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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