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Jeffrey Steinberg
CRD 2610793
Certified Financial Planner
Chartered Financial Consultant
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Cetera Investment Advisers Llc | Registered representative | 07/20/2026 |
| Avantax Planning Partners, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗