Unclaimed Profile

Steven Earl Pottieger

CONNORS INVESTOR SERVICES INC·WYOMISSING, Pennsylvania

Series 3, Series 7, Series 63, Series 65Clean record20 years registeredCONNORS INVESTOR SERVICES INC

1210 BROADCASTING ROAD, WYOMISSING, PA 19610-3213CRD# 1566879Firm CRD# 106993

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Earl Pottieger · WYOMISSING, PA

Registration

CRD #1566879 · CONNORS INVESTOR SERVICES INC · 20 years registered

Brand Profile

Not yet started

Career History

CONNORS INVESTOR SERVICES INC

Oct 2005 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · October 14, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONNORS INVESTOR SERVICES INC

CRD 106993 · SEC 801-6211

AUM

$1.1B

Regulatory assets under management

Employees

613 client accounts

Services offered by CONNORS INVESTOR SERVICES INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at CONNORS INVESTOR SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Steven Earl Pottieger offer?

Steven Earl Pottieger specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WYOMISSING, Pennsylvania for a consultation.

What are Steven Earl Pottieger's credentials?

Steven Earl Pottieger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Earl Pottieger located?

Steven Earl Pottieger is based in WYOMISSING, Pennsylvania, working with CONNORS INVESTOR SERVICES INC. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.

How does Steven Earl Pottieger charge for services?

Steven Earl Pottieger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONNORS INVESTOR SERVICES INC?

CONNORS INVESTOR SERVICES INC has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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