Steven M. Singer
Professional summary
Steven Michael Singer, who also goes by Steve Singer, is a registered financial advisor currently at RETIREMENT SOLUTIONS LLC located in Los Angeles, California.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Steven has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Michael Singer's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2023 - Present
RETIREMENT SOLUTIONS LLC
Office #1: 12100 Wilshire Boulevard Suite 800, Los Angeles, CA 90025September 15, 2009 - October 4, 2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
September 4, 2009 - October 4, 2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
January 22, 1992 - September 4, 2009
MUTUAL SERVICE CORPORATION
January 17, 1989 - January 27, 1992
OSAIC FS, INC.
February 10, 1987 - January 20, 1989
JOHN HANCOCK DISTRIBUTORS LLC
December 1, 1986 - February 10, 1987
HORNOR, TOWNSEND & KENT, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2023)
Exams
Current Firm
RETIREMENT SOLUTIONS LLC
CRD#: 287820 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 31 |
| AUM (Assets Under Management) | $ 25,456,391 |
Red Flags
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