Broker Check
Steven D. Katzenstein

Steven D. Katzenstein

Financial Advisor

Education and Professional Affiliations

  • Bachelor of Science in Business Administration from the University of South Carolina
  • Member of the Financial Planning Association


  • Securities: FINRA Series 6, 7, 63 & 65 Exams
  • Insurance: Life, Accident and Health,Variable Life & Annuity, Medicare Supplement, Long-Term Care

Community Affiliations

  • Active Member of Raleigh Racquet Club
  • Former Board Member of the Pointe at Falls Lake
  • Former Board Member of the National Multiple Sclerosis Society
  • Former President of Temple Beth El Men’s Club
  • Former Club President of Toastmasters


  • Children: Jacob & Benjamin
  • Avid tennis player