Steven Klosterman

from Halbert Hargrove
SEC regulated
Regulated Investment Advisor
Steven Klosterman is a financial advisor based in California, Long Beach, with 43 years of experience. Steven currently works for Halbert Hargrove. Steven maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Steven Klosterman works at Halbert Hargrove
Halbert Hargrove is a financial advisory firm based in Long Beach, California. It currently has approximately $2,586,640,355 of assets under management and employs about 47 people. Halbert Hargrove uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
10 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
111 West Ocean Boulevard, Suite 2300, Long Beach, California, 90802

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