Steven Kalata

Steven Kalata

Financial Adviser

Phone: 631-582-6400 ext. 2335
Fax: 631-582-3116

As Field Manager, Steven has the unique ability of helping to provide the very best opportunity to Financial Service Representatives throughout Long Island, New York metro area, Connecticut and New Jersey. His responsibilities include attracting experienced Financial Representatives, both career and independent, as well as increasing distribution through Strategic Partnerships. Whether you are part of an agency or independent, we could be a great home for your practice. Utilizing superior financial tools and systems, as well as endless marketing programs, we can help you take your practice to the next level.

In addition to his role as Field Manager, Steven maintains an active client base. He enjoys working with individuals and business owners to help them to become more efficient with their money, so that they do not lose it unnecessarily and unknowingly.

Steven Kalata is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NY. Steven is also insurance licensed in NY, NJ and CT.