Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lustig is a financial advisor who has been working in the industry since 1983. Steven is currently registered with MML Investors Services, LLC. Steven is also registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Steven has a Series 6, 7, 22, and 63 license. Steven has previously worked with New England Securities, Metlife Securities Inc., Walker Securities Corporation, and La Clare Securities, Inc. Steven Lustig provides asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Steven is also a CPA and provides tax preparation services.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
05/26/2017 - Present
MML Investors Services, LLC (New York NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
NY
02/13/1987 - 01/02/2015
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
NA
05/02/1986 - 12/21/1987
WALKER SECURITIES CORPORATION
NA
11/16/1983 - 04/15/1986
LA CLARE SECURITIES, INC.
BC
Issued 04/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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