Steven
Battel
Kestra Private Wealth Services, LLC
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About this Advisor
Steven Battel is a financial advisor based in Paramus, New Jersey, working with Kestra Private Wealth Services, LLC. Steven has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Kestra Private Wealth Services, and Kestra Investment Services. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Steven is part of Kestra Private Wealth Services, LLC, which operates out of Paramus, New Jersey. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$7,299,740,131
158
21,652
$337,139
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Steven Battel Work History
Kestra Private Wealth Services
Kestra Investment Services
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Steven Battel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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