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Steve Kanteliotis

Managing Director - Private Wealth Advisor @Alex. Brown - Raymond James

Philadelphia, PA, US
EMAILS
s••••••••@alexbrown.com
MOBILE NUMBERS
+16•••••••26

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WORK HISTORY

Aug 2020 — Present

Managing Director - Private Wealth Advisor @Alex. Brown - Raymond James

Philadelphia, PA, US

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmAlex Brown - A Division of Raymond James & Associates, Inc, member New York Stock Exchange/SIPC

EDUCATION

1993 — 1998

Penn State University

Bachelor of Arts (BA)

SKILLS

Series 65FinanceFinancial AnalysisSeries 7Asset ManagmentInvestmentsFinancial AdvisoryUniform Combined State LawReal EstateAsset ManagementFixed IncomeFixed AnnuitiesStrategic Financial PlanningWealth ManagementInvestment StrategiesAsset AllocationMutual FundsRisk ManagementInsuranceFinancial PlanningSeries 63Retirement PlanningFinancial ServicesPortfolio Management

ABOUT STEVE KANTELIOTIS

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