Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Tetens is a financial professional with over 27 years of experience in the industry. Steven is currently registered with Planmember Securities Corp. Steven has held previous positions with firms such as Key Investment Services LLC, Janney Montgomery Scott LLC, CCO Investment Services Corp., Chase Investment Services Corp. and BNY Investment Center Inc. Steven's areas of specialization include retirement planning, college savings, and investment management. Steven's current registrations include Arizona, Florida, New Jersey, New York, and Ohio.
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.
Provides investment supervisory 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.
1
2
FL
05/08/2019 - Present
Planmember Securities Corp. (Fort Myers FL)
NY
08/11/2014 - 05/15/2019
KEY INVESTMENT SERVICES LLC (SCHENECTADY NY)
NY
07/27/2012 - 08/13/2014
JANNEY MONTGOMERY SCOTT LLC (SARATOGA SPRINGS NY)
NY
12/06/2006 - 07/30/2012
CCO INVESTMENT SERVICES CORP. (ALBANY NY)
NY
10/04/2006 - 12/07/2006
CHASE INVESTMENT SERVICES CORP. (PORT JEFFERSON STATION NY)
NY
12/09/2002 - 10/04/2006
BNY INVESTMENT CENTER INC. (PORT JEFFERSON NY)
NE
04/02/2002 - 11/07/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
07/02/2001 - 04/25/2002
AXA ADVISORS, LLC (NEW YORK NY)
NA
10/05/1993 - 02/08/1994
NATWEST INVESTOR SERVICES CORPORATION
NA
11/09/1989 - 12/01/1989
KOCHCAPITAL
NA
06/05/1989 - 11/15/1989
JONATHAN ALAN & CO., INC.
NA
03/22/1989 - 06/08/1989
ALLIED CAPITAL GROUP, INC.
NA
03/06/1989 - 03/28/1989
U.S. ADVISORS, INC.
NA
02/09/1987 - 03/04/1989
INVESTORS CENTER, INC.
NA
09/13/1986 - 02/18/1987
SHELTER ROCK SECURITIES CORP.
NA
12/21/1983 - 10/01/1986
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 07/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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