Steven
Sandberg
Brokers International Financial Services, LLC
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About this Advisor
Steven Sandberg is a financial advisor who works out of Pembroke Pines, Florida with a total of 5 years of relevant experience. Sandberg works at Brokers International Financial Services, LLC. Over the course of their career, Sandberg has held roles at Onpointe Advisory And Financial Services, LLC, Paloma Insurance And Financial Services, LLC, High Street Securities Inc, Imagent Advisory And Insurance Services, LLC, Calton & Associates, Inc, High Street Asset Management, LLC, Cpr Investments Inc, Brokers International Financial Services, LLC and Institutional Securities Corp. Sandberg has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Brokers International Financial Services, LLC is a registered investment firm operating out of Urbandale, IA. The firm has offices in 120 locations and a total of 224 advisors. It has $1 billion in assets among its 9,114 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 9,114 accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. Brokers International Financial Services, LLC performs a broad array of services, such as portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely depend on which services the firm provides the client. However, fees billed by Brokers International Financial Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$1,360,141,295
224
9,114
$149,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Steven Sandberg Work History
Steven has been registered as a financial advisor for 5 years.*
Brokers International Financial Services, LLC
Paloma Insurance And Financial Services, LLC
Cpr Investments Inc
High Street Asset Management, LLC
Onpointe Advisory And Financial Services, LLC
Institutional Securities Corp
Calton & Associates, Inc
Onpointe Advisory And Financial Services, LLC
High Street Securities Inc
Imagent Advisory And Insurance Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Sandberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brokers Financial
Easton, PA
Urbandale, IA
West Des Moines, IA
Saint Charles, MO
Urbandale, IA
Urbandale, IA
Flat Rock, NC
Claremore, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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