Steve Battel

Background

About Steve Battel

I am currently a member of an investment planning team partnering with Kestra Financial, clearing and custody through National Financial Services, focusing on advising individuals, families and corporate executives. I have worked in the financial services industry for over 29 years and distinguish myself through excellent service and a comprehensive knowledge and understanding of the securities industry. This information is intended for use only by residents of NJ, NY, PA, CT, RI, MA, FL, TX, NC, SC, VA, CA, CO, NH, VT, IN, IL, KY, TN, GA, WV, MI, NV, AZ, DE, MD, ME, MN, MO, NE, OH, OR, WA, IA, ID, PR."Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile of their firm." Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Liberty Wealth Solutions is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Liberty Wealth Solutions and Kestra IS are not affiliated. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872. Series 7, 63, 65 securities registrations