ADVISOR BIO

Steven Marroquin is a financial advisor with J.p. Morgan Securities Llc in HUNTINGTON PARK, CA. Steven has been in the industry since 2020. Steven holds a Series 66 license and is registered in 11 states. Steven is also a Registered Representative of J.P. MORGAN SECURITIES LLC. Steven has previously worked with MUTUAL OF AMERICA SECURITIES LLC and MUTUAL OF AMERICA LIFE INSURANCE COMPANY.

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ADVISOR BIO

Steven Benjamin Siskin is a financial advisor with over 35 years of experience in the financial services industry. Steven is registered as a broker-dealer with Raymond James Financial Services Advisors, Inc. Steven has previously worked with RSR Capital Group, Inc., Robert Thomas Securities, Inc, and Municicorp of California. Steven holds licenses for municipal securities, general securities, and securities industry essentials. Steven also holds the Series 24 General Securities Principal Examination. Steven is licensed in 48 states and is a registered investment advisor in California and Texas.

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ADVISOR BIO

Steven Hornstein is a financial advisor at Avantax Advisory Services. Steven has been in the financial services industry since 1990. Steven is registered with the state of California and holds the Series 7 and SIE licenses. Steven has a Certified Financial Planner designation.

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ADVISOR BIO

Steven D Peterson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Steven has been in the securities industry since 2009. Steven has passed the Series 66, Series 7 and SIE exams. Steven is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Steven is also registered as an investment advisor representative (IAR) in multiple states. Steven has a branch office location in Pasadena, CA. Steven's current employment is with Merrill Lynch, Pierce, Fenner & Smith Inc., and Steven has no previous employment history listed. Steven has provided an outside business activity statement that lists a rental property.

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ADVISOR BIO

Steven William Beck is a financial advisor currently registered with LPL Financial LLC. Steven William Beck is a certified financial planner with over 10 years of experience in the financial services industry. Steven William Beck has been registered with the Securities and Exchange Commission (SEC) since December 2013. Steven William Beck holds Series 66, Series 7 and SIE licenses. Steven William Beck is also registered with the state of Texas as an Investment Advisor Representative. Steven William Beck is currently working as a financial advisor with LPL Financial LLC in Riverside, California. Steven William Beck was previously registered with Waddell & Reed in Riverside, California.

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ADVISOR BIO

Steven Nartker is a financial advisor with Avantax Advisory Services, a firm with offices in Dallas, Texas. Steven has been in the industry since 2006 and has a range of experience in financial planning, portfolio management, and tax planning. He has earned the Personal Financial Specialist designation from the American Institute of Certified Public Accountants. Steven is registered with the state of California and Texas, and is a member of the Financial Industry Regulatory Authority (FINRA). Avantax Advisory Services provides a variety of services to individuals, families, and businesses, including financial planning, investment management, retirement planning, and tax planning.

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ADVISOR BIO

Steven Max Christol is a registered representative with J.p. Morgan Securities LLC. Steven holds the Series 6, SIE and Series 63 licenses. Steven has been working in the financial industry since June 2007. Previously, Steven was employed by METLIFE INVESTORS DISTRIBUTION COMPANY in Irvine, CA. Steven currently has a branch office location in Laguna Niguel, CA. Steven works with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Steven offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Steven Michael Block is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Westlake Village, California. Steven has been in the industry since January 2014 and has a Series 7, Series 66 and SIE license. Steven specializes in providing portfolio management for individuals and businesses, as well as offering performance measurement reports, allocation modeling, IPS, research reports and services, and pension consulting.

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ADVISOR BIO

Steven Michael Degrave is a financial advisor with over 25 years of experience in the industry. Steven is currently registered with LPL Financial LLC in MURRIETA, CA. Steven has a strong background in financial planning and portfolio management, with experience serving clients ranging from individuals and families to corporations and institutions. He holds a Series 7, Series 6, and Series 63 license as well as the SIE exam and the Uniform Investment Adviser Law Examination. Steven is passionate about helping clients achieve their financial goals and providing them with the guidance and support they need to make informed financial decisions.

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ADVISOR BIO

Steven Rau is a financial advisor with over 30 years of experience in the industry. Steven is registered with LPL Financial LLC and Mariner Independent. Steven has a Series 7, Series 24, Series 31, Series 63 and Series 65 licenses. Steven specializes in financial planning, investment management, and retirement planning. Steven also offers consulting and other non-discretionary advisory services. Steven's office is located in Rocklin, CA.

SPECIALIZATIONS