Steven Siskin
Steven Siskin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Encino, CA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
16133 Ventura Blvd., Suite 530, Encino, CA, 91436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an agent for Core Financial Group, focusing on life and fixed annuity business, as well as Blue Cross, LTC, and other non-variable insurance products, dedicating a few hours per week to this. He also owns rental real estate property, requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Rsr Capital Group, INC.Broker
Robert Thomas Securities, INCBroker
Municicorp of CaliforniaBroker
State Registrations46 states
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