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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Maurer is a Registered Investment Advisor Representative with Hudson Valley Investment Advisors, Inc. based in Goshen, NY. Steven has been in the financial services industry since 1992. He has a Series 63, Series 65, and Series 7 license as well as a Series 24 license for general securities principal. Steven is also a registered representative in New York. Steven Maurer has experience working with a variety of clients including high-net-worth individuals, corporations, charitable organizations, insurance companies, pension plans and investment companies. Steven Maurer and Hudson Valley Investment Advisors, Inc. can help with financial planning, pension consulting, selection of other advisors, portfolio management, and 1031 exchange consulting 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.
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.
Strategic management for diversified investment portfolios.
Investment and 1031 exchange consulting services
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.
Plan assets under advisement
1
2
NY
02/13/2023 - Present
Hudson Valley Investment Advisors, Inc. (GOSHEN NY)
NJ
11/22/2006 - 03/07/2014
MAPLE SECURITIES U.S.A. INC. (JERSEY CITY NJ)
NJ
06/22/2000 - 03/11/2005
MAPLE SECURITIES U.S.A. INC. (JERSEY CITY NJ)
MA
01/31/1995 - 02/12/1997
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
RI
08/26/1992 - 01/20/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 02/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/10/2001
Series 3 - National Commodity Futures Examination
BC
Issued 08/09/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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