Unclaimed
Steven Michael Labiner is a financial advisor with Equitable Advisors, LLC. Steven is registered with the state of New York and several other states as both a broker-dealer and an investment advisor. Steven has been working in the financial industry since 1985. Steven is also a Certified Financial Planner. In addition to his work with Equitable Advisors, LLC, Steven also teaches a CFP certification program at Hofstra University. Steven has a long history of working with clients in the areas of financial planning and investment management, and he is dedicated to helping his clients 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.
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.
1
2
NY
01/05/2017 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
02/16/1998 - 02/23/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
09/08/1993 - 03/18/1998
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NA
02/18/1992 - 09/08/1993
REICH & CO., INC.
AZ
01/15/1992 - 02/24/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
05/15/1991 - 12/31/1991
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
10/02/1989 - 12/31/1990
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
03/04/1988 - 10/02/1989
CADARET, GRANT & CO., INC.
NA
04/01/1987 - 02/10/1988
NATHAN & LEWIS SECURITIES, INC.
NA
10/26/1984 - 03/05/1987
PHOENIX EQUITY PLANNING CORPORATION
NA
03/10/1984 - 05/31/1984
MACPEG ROSS AND GOLDABER SECURITIES, INC.
IA
Issued 06/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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