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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 Silverman is an investment advisor representative with Centaurus Financial, Inc. based in Bensalem, PA. Steven has been in the industry since 1978 and has held various roles at several firms, including AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Steven has expertise in a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Steven is registered to provide investment advice in Florida, New Jersey, and Pennsylvania.
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
PA
10/30/2009 - Present
Centaurus Financial, Inc. (BENSALEM PA)
NY
10/20/1980 - 08/14/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/06/1978 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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