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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 Subelsky is a financial advisor with Cetera Investment Advisers LLC. Steven has been in the financial services industry for over 20 years, starting his career at Hochman & Baker Securities, Inc. in Stamford, Connecticut. Steven has a strong background in tax and accounting, having been a CPA with Frank, Hirsch, Subelsky & Freedman, P.C. for over a decade. Steven holds both Series 6 and 63 securities licenses, as well as the Series 65 investment advisor license. He is also a Personal Financial Specialist. Steven works with a variety of clients including individuals, corporations, and charitable organizations.
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
MI
08/01/2019 - Present
Cetera Investment Advisers LLC (FARMINGTON HILLS MI)
CT
12/07/2000 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 10/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/6/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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