Our Team

 

Steven Subelsky, CPA/PFS has provided tax and accounting services to businesses and individuals for over 35 years in a multitude of industries. Steven received the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants in 2007.  He has obtained the Series 6, 63 and 65 FINRA registrations in addition to Life, Accident and Health Insurance licenses. He has been providing wealth management services for over a decade.

 

Cetera Research team supports me and ultimately it supports you. The following link directs you to the Cetera Research team.

http://www.cetera.com/individual-investors/research.html