Steven Spong is a CFP, ChFC-designated registered investment advisor, based in Harrisburg, PA, with 39 years of industry experience.
Location
2201 Forest Hills Drive, Ste 8, Harrisburg, PA, 17112
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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 sells life insurance and fixed annuities, dedicating minimal time to this activity. He is also an investment advisor representative (IAR) with Kestra Advisory Services and a registered representative with Varano Spong Financial Group, spending nearly full-time hours on these roles.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Pfg Financial Advisors
Walnut Street Securities, INC.Broker
1717 Capital Management CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.