Steve Battel Email and Phone Number
Steve Battel personal email
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Steve Battel phone numbers
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
Liberty Wealth Solutions
View- Website:
- libertywealthsolutions.com
- Employees:
- 3
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Managing DirectorLiberty Wealth Solutions Apr 2018 - PresentParamus, New Jersey -
Associate Vice President - Financial AdvisorWells Fargo Advisors, Llc Jul 2008 - Apr 2018Asset & Wealth Management Services & Investment Planning -
Vp Nyse Floor TradingPrudential Equity Group Sep 1999 - Jun 2007Managed 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. -
Vp Mutual Fund Sales/MarketingPrudential Investments Jan 1998 - Sep 1999Researched and provided detailed analysis of mutual funds and annuities.Developed portfolios for clients, aided in college tuition planning, and provided technical analysis. -
Operations Associate, Mutual FundsPrudential Jan 1997 - Jan 1998Initial 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
Steve Battel Education Details
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Finance -
Sports Management
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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