Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Samuel Zeiger is a financial professional with over 25 years of experience in the financial services industry. Steven is currently registered with M Holdings Securities, Inc. and holds licenses for Series 63, SIE and Series 7. He is also registered in 11 states including California, Connecticut, Delaware, Florida, Georgia, Kentucky, Massachusetts, New Jersey, New York, South Dakota, and Wyoming. Previously, Steven worked with NFP Securities, Inc., Ameritas Investment Corp., MML Investors Services, Inc., Financial West Group, MetLife Securities Inc., Metropolitan Life Insurance Company, Park Avenue Securities LLC, Guardian Investor Services Corporation, and New England Securities. Steven's experience and expertise allow him to provide a wide range of financial services to his clients, including financial planning, pension consulting, and portfolio management.
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
12/02/2014 - Present
M Holdings Securities, Inc. (PRINCETON NJ)
NY
10/13/2011 - 08/26/2014
NFP SECURITIES, INC. (NEW YORK NY)
NY
09/23/2008 - 10/26/2009
AMERITAS INVESTMENT CORP. (NEW YORK NY)
NY
03/28/2008 - 07/16/2008
MML INVESTORS SERVICES, INC. (NEW YORK NY)
NV
06/26/2006 - 11/07/2006
FINANCIAL WEST GROUP (RENO NV)
MA
12/18/2001 - 07/08/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/18/2001 - 07/08/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
05/03/1999 - 04/26/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
12/04/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
03/20/1990 - 12/13/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
09/24/1986 - 08/08/1988
LIFE PLANNING INC.
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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