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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 with Cetera Investment Advisers LLC, with over 40 years of experience in the industry. Steven holds the Series 7, Series 63, and Series 65 licenses, and the SIE exam. Steven has been registered in Florida, Maine, New Jersey, New York, Oregon and Virginia, in addition to the state of New Jersey. Steven has experience in providing investment advisory services for individuals, businesses, pension plans, charitable organizations, and other investment advisors. Steven has also worked at other firms, including National Securities Corporation, J.P. Turner & Company, L.L.C., First Montauk Securities Corp., Philips, Appel & Walden, Inc., Fittin, Cunningham & Lauzon, Inc., Advest, Inc., and Verrilli Altschuler Schwartz 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.
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.
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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 09/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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