Steven B. Siskin

Financial Advisor
Branch Manager

Steven B. Siskin is a Registered Principal with Raymond James Financial Services, Inc. He holds several securities and insurance licenses including:

  • Series 7 (General Securities Representative)
  • Series 24 (General Securities Principal)
  • Series 63 (Uniform Securities Agent)
  • California Registered Investment Advisor Representative 

Steven is also licensed to do business in 22 states.

Steven has been a financial professional for over 20 years and is responsible for managing assets worth over half a quarter of billion dollars ($125,000,000) with over 600 clients in over 20 states.

During his tenure in the business, he constantly strives to build a level of trust and confidence among his clients. With a focus on wealth transfer legacy planning and exceptional customer service, Steven’s goal is to exceed his clients’ expectations in every aspect of their dealings. In addition it helps to follow a sound investment strategy, believing that diversification is the best strategy (be aware that diversification and asset allocation do not assure a profit and does not protect against loss in a down market), uncertainty can create opportunity, and to never put his needs before his clients. When asked how he chooses the plans that he recommends to his clients and prospects he says, “I only work with relative plans, meaning plans that most representatives would only sell to their relatives (and maybe not even then).” In addition, staying on the cutting edge of technology and on top of trends has been invaluable. Things are changing at such a rapid pace saying it’s like trying to hit a fast moving target is putting it mildly, and if you’re not on top of what’s happening you’ll surely be left behind and you’re clients may suffer.

Steven and his wife Raschelle have been married for 23 years and have 2 sons Max & Ben.They have lived in Encino for the last 18 years.

Steven is very involved in his community. Seven years ago Steve created a basketball league for special needs children. His passions include tennis, golf, sports as well as his family and friends.