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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 Todd Stakley is an Investment Advisor Representative at Equitable Advisors, LLC with over 25 years of experience in the financial services industry. Steven has a wide range of experience, including working at Salomon Smith Barney Inc. and Donaldson, Lufkin & Jenrette Securities Corporation. Steven is licensed in multiple states and holds several industry certifications. Steven specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, 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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CA
11/16/2017 - Present
Equitable Advisors, LLC (IRVINE CA)
NY
07/12/2001 - 05/09/2002
SCHONFELD SECURITIES, LLC (JERICHO NY)
CA
12/21/2000 - 10/03/2001
E-W INVESTMENTS, INC. (SAN GABRIEL CA)
NY
09/05/1995 - 12/04/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
10/26/1992 - 03/27/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 06/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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