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Steven Michael Bresler

FINANCIAL SOUNDINGS INVESTMENT ADVISOR, LLC·ALPHARETTA, Georgia
SIE, Series 1, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65Clean record9 years registeredFINANCIAL SOUNDINGS INVESTMENT ADVISOR, LLC
1121 ALDERMAN DRIVE, ALPHARETTA, GA 30005-5471CRD# 853343Firm CRD# 146082

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Michael Bresler · ALPHARETTA, GA
Registration
CRD #853343 · FINANCIAL SOUNDINGS INVESTMENT ADVISOR, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

PLANMEMBER SECURITIES CORPORATION
May 2020 – present
PLANMEMBER SECURITIES CORPORATION
Apr 2020 – present
ADVISED ASSETS GROUP, LLC
Apr 2017 – May 2018
GREENWOOD VILLAGE, CO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 6
Series 7
Series 24
Series 26
Series 63
Series 65
Registration record
First registered · April 24, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
REMOTIV LLC
CRD 146082 · SEC 801-69584
Employees
11
Total firm employees
Services offered by REMOTIV LLC
Per Form ADV
Publication of periodicals/newsletters
Other
View all advisors at REMOTIV LLC →
Introduction

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05

Frequently Asked Questions

What services does Steven Michael Bresler offer?
Steven Michael Bresler is a registered financial advisor in ALPHARETTA, Georgia. Contact their office for details on services offered.
What are Steven Michael Bresler's credentials?
Steven Michael Bresler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Michael Bresler located?
Steven Michael Bresler is based in ALPHARETTA, Georgia, working with FINANCIAL SOUNDINGS INVESTMENT ADVISOR, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Steven Michael Bresler charge for services?
Steven Michael Bresler's firm is compensated through subscription fees, other: fees negotiated with an investment adviser or service provider. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL SOUNDINGS INVESTMENT ADVISOR, LLC?
FINANCIAL SOUNDINGS INVESTMENT ADVISOR, LLC has approximately 11 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL SOUNDINGS INVESTMENT ADVISOR, LLC

Stephen John Lansing
ALPHARETTA, GA
Robert Curtis Dughi
COCONUT GROVE, FL

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