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 the branch owner/manager of the Encino CA branch.

Steven has been a financial professional for 30 years and as of May 2025 is responsible for managing assets worth nearly half a quarter of billion dollars ($235,000,000) with over 500 clients in over 47 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 quality 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 your clients may suffer.

Steven and his wife Raschelle have been married for 40 years and have 2 sons Max & Ben. They have lived in Encino for the last 35 years.

Steven is very involved in his community. Steve created a basketball league for special needs children in the early 90’s. His passions include tennis, golf, sports as well as his family and friends.