Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Silber is a financial advisor with over 23 years of experience in the industry. Steven is currently registered with LPL Financial LLC in Flushing, NY and is licensed in several states, including New York, New Jersey, and Texas. Steven has a broad range of experience, having worked with clients from various backgrounds including individuals, families, businesses, and institutions. Steven holds several securities licenses, including Series 6, 7, 63, 65, and 66, demonstrating his expertise in providing comprehensive financial advice. Steven offers a variety of services, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
10/20/2016 - Present
LPL Financial LLC (FLUSHING NY)
NY
04/24/2018 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (FLUSHING NY)
NY
01/22/2004 - 05/27/2008
IFMG SECURITIES, INC. (FRANKLIN SQUARE NY)
MA
05/02/2001 - 11/30/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/02/2001 - 11/30/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
TX
08/20/1998 - 05/04/2001
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BOTH
Issued 10/15/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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