Unclaimed
Steven Kashubo is a financial advisor who has been in the industry since December 2008. Steven is currently registered with Santander Securities LLC in New York. Steven has been registered with Santander Securities LLC since March 2021. Prior to that, Steven was registered with LPL Financial LLC, Santander Securities LLC, Citigroup Global Markets Inc., and Chase Investment Services Corp. Steven has a wide range of experience in the financial services industry, including financial planning, portfolio management, and securities trading. Steven has a strong track record of providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/19/2021 - Present
Santander Securities LLC (Staten Island NY)
NY
07/16/2020 - 09/11/2020
LPL FINANCIAL LLC (STATEN ISLAND NY)
NY
01/21/2014 - 07/13/2020
SANTANDER SECURITIES LLC (STATEN ISLAND NY)
NY
09/19/2012 - 12/26/2013
CITIGROUP GLOBAL MARKETS INC. (STATEN ISLAND NY)
NY
09/17/2009 - 08/17/2012
LPL FINANCIAL LLC (STATEN ISLAND NY)
NY
02/04/2008 - 12/19/2008
CHASE INVESTMENT SERVICES CORP. (STATEN ISLAND NY)
BOTH
Issued 05/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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