Steven Bernstein work email
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Steven Bernstein personal email
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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PresidentStonewater Financial Mar 2018 - PresentGreater Los Angeles Area
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Private Client AdvisorJpmorgan Chase Bank, N.A. Sep 2013 - Feb 20189800 W Pico Blvd, Los Angeles, Ca 90035 -
Financial Planner / Special Needs PlannerMetlife Of Southern California May 2009 - Sep 201310960 Wilshire Blvd, Suite 2100With over a decade of experience as a financial professional, Steven has made a positive difference to business owners, professionals, families, and friends. With his high degree of technical competency and analytical aptitude, Steven is able to help guide his clients toward making the right business decisions, that are aimed at producing results, as well as protecting what they already have. In addition, he is part of a select group of planners who help families through the maze of legal and financial complexities surrounding planning for the future of dependents with special needs, securing both lifetime care and quality of life.
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AssociateRbc Capital Markets Sep 2003 - Dec 2008RBC is a national, full service investment bank that operates one of the largest municipal finance departments in the country. -
Senior AnalystBoutique Capital Markets Group May 1998 - Apr 2003Creates and markets leading edge financial products and services to solve client specific needs.
Steven Bernstein Skills
Steven Bernstein Education Details
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Finance
Frequently Asked Questions about Steven Bernstein
What company does Steven Bernstein work for?
Steven Bernstein works for Stonewater Financial
What is Steven Bernstein's role at the current company?
Steven Bernstein's current role is President at Stonewater Financial.
What is Steven Bernstein's email address?
Steven Bernstein's email address is sb****@****ife.com
What is Steven Bernstein's direct phone number?
Steven Bernstein's direct phone number is (212) 552*****
What schools did Steven Bernstein attend?
Steven Bernstein attended Yeshiva University.
What are some of Steven Bernstein's interests?
Steven Bernstein has interest in Volleyball, Traveling, Playing Poker And Shooting Pool, Most Sports, Baseball, Tennis And Soccer, Golf.
What skills is Steven Bernstein known for?
Steven Bernstein has skills like Financial Services, Services.
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