Steven HoltzCRD Number: 1172957
Current Firm: Foresters Equity Services, Inc.
Steven Holtz (CRD# 1172957) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Cerritos, CA and has over 19 years of experience in the finance industry. Steven Holtz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Fried Asset Management, Inc.
|Foresters Equity Services, Inc.||San Diego, CA||May 2016 - Current||1|
|Steven Holtz||Los Angeles, CA||May 1977 - Current||40|
|Transamerica Financial Advisors, Inc.||Los Angeles, CA||Aug 2003 - May 2016||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 1998|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV