Unclaimed
Steven Pardonner is a financial advisor with WJL Financial Advisors. Steven has been in the financial services industry since 2004. Steven is registered to provide investment advisory services in Florida and New Jersey. Steven earned his Series 6, 63, 65, and SIE licenses. Steven is a full-time Product Manager for Vonage Holdings Inc.
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.
Tax preparation
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.
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2
NJ
01/11/2021 - Present
WJL Financial Advisors (Milford NJ)
NJ
11/21/2019 - 12/16/2020
PFS INVESTMENTS INC. (LEBANON NJ)
GA
01/06/2005 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/12/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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