Steve Battel

Steve Battel Email and Phone Number

Managing Director at Liberty Wealth Solutions @ Liberty Wealth Solutions
130 Maple Ave,
Steve Battel's Location
Little Silver, New Jersey, United States, United States
Steve Battel's Contact Details

Steve Battel personal email

About Steve Battel

I am currently a member of an investment planning team partnering with Kestra Financial, clearing and custody through National Financial Services, focusing on advising individuals, families and corporate executives. I have worked in the financial services industry for over 20 years and distinguish myself through excellent service and a comprehensive knowledge and understanding of the securities industry. This information is intended for use only by residents of NJ, NY, PA, CT, RI, MA, FL, TX, NC, SC, VA, CA, CO, NH, VT, IN, IL, KY, TN, GA, WV, MI, NV, AZ, DE, MD, ME, MN, MO, NE, OH, OR, WA, IA, ID, PR."Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile of their firm."Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Liberty Wealth Solutions is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Liberty Wealth Solutions and Kestra IS are not affiliated.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872.Series 7, 63, 65 securities registrations

Steve Battel's Current Company Details
Liberty Wealth Solutions

Liberty Wealth Solutions

View
Managing Director at Liberty Wealth Solutions
130 Maple Ave,
Employees:
3
Steve Battel Work Experience Details
  • Liberty Wealth Solutions
    Managing Director
    Liberty Wealth Solutions Apr 2018 - Present
    Paramus, New Jersey
  • Wells Fargo Advisors, Llc
    Associate Vice President - Financial Advisor
    Wells Fargo Advisors, Llc Jul 2008 - Apr 2018
    Asset & Wealth Management Services & Investment Planning
  • Prudential Equity Group
    Vp Nyse Floor Trading
    Prudential Equity Group Sep 1999 - Jun 2007
    Managed the equity group floor trading staff.Aided in the continual development of direct access account.Responsible for the daily trading of 300-400 listed NYSE stocks accounting for $100-500MM of product.Helped manage firm's outstanding proprietary positions.
  • Prudential Investments
    Vp Mutual Fund Sales/Marketing
    Prudential Investments Jan 1998 - Sep 1999
    Researched and provided detailed analysis of mutual funds and annuities.Developed portfolios for clients, aided in college tuition planning, and provided technical analysis.
  • Prudential
    Operations Associate, Mutual Funds
    Prudential Jan 1997 - Jan 1998
    Initial member in start-up of Prudential Securities managed money program.Educated Prudential financial analysts and operations managers on proprietarty managed money program including; asset allocation, fund fee questions, commission adjustments, hypothetical analysis.

Steve Battel Skills

Investments Equities Securities Mutual Funds Retirement Planning Trading Financial Services Finance Options Asset Allocation

Steve Battel Education Details

Frequently Asked Questions about Steve Battel

What company does Steve Battel work for?

Steve Battel works for Liberty Wealth Solutions

What is Steve Battel's role at the current company?

Steve Battel's current role is Managing Director at Liberty Wealth Solutions.

What is Steve Battel's email address?

Steve Battel's email address is st****@****hoo.com

What is Steve Battel's direct phone number?

Steve Battel's direct phone number is +173261*****

What schools did Steve Battel attend?

Steve Battel attended Bucknell University, Drexel University.

What skills is Steve Battel known for?

Steve Battel has skills like Investments, Equities, Securities, Mutual Funds, Retirement Planning, Trading, Financial Services, Finance, Options, Asset Allocation.

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