Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Davidowitz is an Investment Advisor Representative at Chancellor Financial Group WB LP based in Wilkes-Barre, Pennsylvania. Steven has over 15 years of experience in the financial services industry. Steven holds the Series 66, Series 7, and SIE licenses. Steven has worked at Parkland Securities, LLC, First Security Investments, Inc. and Chancellor Financial Group WB LP.
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.
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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PA
07/09/2015 - Present
Chancellor Financial Group WB LP (WILKES-BARRE PA)
PA
04/04/2005 - 07/06/2015
PARKLAND SECURITIES, LLC (WILKES BARRE PA)
PA
11/17/2004 - 03/22/2005
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
BOTH
Issued 02/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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