Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lichtblau is a financial advisor with over 37 years of experience in the industry. Steven has been registered with Arkadios Wealth Advisors since November 2023. Steven has a strong background in financial planning, investment management, and insurance. Steven holds the Series 7, 24, 63, 65, and 99TO licenses and is a Chartered Financial Consultant. Steven has previously worked at TRIAD ADVISORS LLC and CAPITAL ANALYSTS, INCORPORATED. Steven's previous employment history includes a role at HORNOR, TOWNSEND & KENT, INC. Steven is dedicated to helping 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.
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
AZ
11/08/2023 - Present
Arkadios Wealth Advisors (Scottsdale AZ)
AZ
12/02/2009 - 11/10/2023
TRIAD ADVISORS LLC (Scottsdale AZ)
AZ
06/12/1995 - 12/02/2009
CAPITAL ANALYSTS, INCORPORATED (PHOENIX AZ)
PA
01/06/1995 - 06/05/1995
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
OH
06/20/1985 - 12/31/1994
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 02/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/20/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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