Steven B. Siskin

Steven B. Siskin Email and Phone Number

Managing Partner and CFO @ Core Financial Group
Los Angeles, CA, US
Steven B. Siskin's Location
Los Angeles Metropolitan Area, United States
Steven B. Siskin's Contact Details

Steven B. Siskin work email

Steven B. Siskin personal email

n/a
About Steven B. Siskin

Steven Siskin provides comprehensive financial planning to individuals, families, and business owners. His expertise includes finding solutions for clients in the areas of suitable or appropriate investment. Our advisors offer asset allocation; long-term care insurance, life and disability insurance needs; college education planning; and retirement cash flow planning. Additionally, a Registered Principal, Steven is responsible for formulating and implementing the practice's compliance policies in order to meet strict adherence to the industry's rules and regulations. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPCSteven has the following licenses:* Registered Investment Advisor Representative * Series 24 Principal/Supervisory * Series 7 - General Industry/Product Exam,* Series 63- Uniform Securities Agent•Life and Disability License (which allows for the selling of insurance products and annuities)California Insurance License # OAO1099Specialties: Tax Advantage Municipal Bonds, Treasury Bonds, Corporates, CD's, Preferred StocksSecurities offered through Raymond James Financial Services, Inc. Member FINRA / SIPCFor important disclosure information, please see“Social Media Disclosure” link in the “Contact Info” section.

Steven B. Siskin's Current Company Details
Core Financial Group

Core Financial Group

View
Managing Partner and CFO
Los Angeles, CA, US
Website:
corefinancialgroupnw.com
Employees:
11
Steven B. Siskin Work Experience Details
  • Core Financial Group
    Managing Partner And Cfo
    Core Financial Group
    Los Angeles, Ca, Us
    View
  • Core Financial Group
    Managing Partner & Cfo
    Core Financial Group 2009 - Present
    Encino, California
    Core Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Service Advisors, Inc. *Core Financial Group offer LTC, Health & non variable Life insurance.*Not Offered through Raymond James Financial Sevices
  • Raymond James Financial Services
    Registered Principal/Branch Manager
    Raymond James Financial Services Jan 1998 - Present
    Branch AUM AUM $255,000,000 as of 10/01/2017
    View
  • Sisko Property Managment
    Owner
    Sisko Property Managment 2005 - 2010

Steven B. Siskin Skills

Investment Advisory Asset Allocation Retirement Insurance Retirement Planning Mutual Funds 401k Stocks Fixed Annuities Strategic Financial Planning Financial Planners Finance Financial Planning Wealth Management Iras Financial Modeling Disability Insurance Long Term Care Estate Planning Investments Corporates Bonds Ira's Annuities Asset Management Investment Strategies Portfolio Management Insurance Planning Fixed Income Long Term Care Insurance Key Person Insurance Estate Preservation Traditional Ira Rollovers General Securities Principal Finra

Steven B. Siskin Education Details

Frequently Asked Questions about Steven B. Siskin

What company does Steven B. Siskin work for?

Steven B. Siskin works for Core Financial Group

What is Steven B. Siskin's role at the current company?

Steven B. Siskin's current role is Managing Partner and CFO.

What is Steven B. Siskin's email address?

Steven B. Siskin's email address is si****@****com.com

What schools did Steven B. Siskin attend?

Steven B. Siskin attended Boston University.

What are some of Steven B. Siskin's interests?

Steven B. Siskin has interest in Raymond James Financial Services.

What skills is Steven B. Siskin known for?

Steven B. Siskin has skills like Investment Advisory, Asset Allocation, Retirement, Insurance, Retirement Planning, Mutual Funds, 401k, Stocks, Fixed Annuities, Strategic Financial Planning, Financial Planners, Finance.

Who are Steven B. Siskin's colleagues?

Steven B. Siskin's colleagues are Chris Sullivan, Eric Graczyk, Orlando Ferraro, Ryan Graczyk.

Not the Steven B. Siskin you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.