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 Knapp is a financial advisor at Equitable Advisors, LLC. Steven has been in the financial services industry since 1997. Steven is registered with the Securities and Exchange Commission and holds Series 7, 63, and 65 licenses. Steven has worked at the firm for 23 years. Steven specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Steven is also registered to provide investment advisory services in the following states: California, Connecticut, Delaware, Florida, Kentucky, New Jersey, New York, North Carolina, Pennsylvania, and South Carolina.
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
NY
01/08/2025 - Present
Equitable Advisors, LLC (POUGHKEEPSIE NY)
NY
07/17/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
12/09/1997 - 07/08/1998
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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