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Steven V. MorenoAssistant Operations Manager 425 Eagle Rock Avenue Suite 401
Phone: (973)618-2367
Steven V. Moreno, is the Assistant Operations Manager for Strategic Wealth Group. In his role he oversees the daily operations of the firm. In addition, he assists the financial services representatives in analyzing each client’s current financial situation and designing and implementing solutions to address their specific financial needs. Steven earned a Bachelor of Science in Finance from Boston College in 1995, graduating with Cum Laude honors. He started his financial services career with Phoenix Home Life in 1996 where he created and managed an advanced case design unit and later became Securities Coordinator, managing the agencies investment related activities. Steven joined the Strategic Wealth Group in 2002. Steven holds FINRA series 7, 24, 53 & 63 registrations and is NJ Life and Health Insurance licensed. Steven is a resident of his hometown Whippany, NJ. 
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About Us
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425 Eagle Rock Avenue Suite 401 Phone: (973) 618-2360 |
Metropolitan Life Insurance Company (MLIC), New York, NY 10036. Securities products offered by MetLife Securities, Inc. (MSI), Member FINRA/SIPC. Investment advisory services offered by Investment Adviser Representatives of MSI, a Registered Investment Adviser. MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730; Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI), and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. All companies listed above are MetLife companies!