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
Licenses
- 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
Personal
- Children: Jacob & Benjamin
- Avid tennis player
