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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 Russel Dietz is a financial advisor registered with Cetera Investment Advisers LLC. Steven has been in the industry since 1979. He is currently licensed in New Jersey, New York, Florida, Maine, Oregon and Virginia. Steven also holds Series 7 and Series 63 securities licenses, as well as the Series 65 investment advisor license. Steven works with individuals, high-net-worth individuals, businesses, corporations, retirement plans, and charitable organizations. He offers financial planning, portfolio management, and other advisory 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.
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
NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (Eatontown NJ)
NJ
12/15/2014 - 07/06/2022
NATIONAL SECURITIES CORPORATION (EATONTOWN NJ)
NJ
08/21/2008 - 12/15/2014
J.P. TURNER & COMPANY, L.L.C. (RED BANK NJ)
NJ
02/10/1988 - 08/20/2008
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NA
04/27/1983 - 02/20/1988
PHILIPS, APPEL & WALDEN, INC.
NA
03/01/1982 - 04/18/1983
FITTIN, CUNNINGHAM & LAUZON, INC.
NA
11/23/1981 - 02/23/1982
ADVEST, INC.
NA
11/26/1979 - 11/18/1981
VERRILLI ALTSCHULER SCHWARTZ INC.
IA
Issued 9/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/5/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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