SK
Steven V. Kirschner
DISTRIBUTION SERVICES
Portland, ME 04101
Some features on this profile are disabled
CRD#: 2710662
SK
Professional summary
Steven Vincent Kirschner, who also goes by Steven Kirschner, is a registered financial professional currently at DISTRIBUTION SERVICES, LLC located in Portland, Maine.
Steven is registered as a RR (Registered Representative) and started their career in finance in 2003. Steven has worked at 4 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Steven Kirschner
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Steven Vincent Kirschner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 8, 2025 - Present
DISTRIBUTION SERVICES, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101BD
CRD#: 25938
Portland, ME
Past
October 3, 2022 - April 28, 2025
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC
BD
CRD#: 329
SEATTLE, WA
Past
March 11, 2021 - January 3, 2022
HIGHLAND CAPITAL ADVISORS, LLC
RIA
CRD#: 139780
ISSAQUAH, WA
Past
March 2, 2005 - August 12, 2020
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC
BD
CRD#: 329
SEATTLE, WA
Past
January 13, 2004 - February 10, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PLAINSBORO, NJ
Past
December 5, 2003 - February 10, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/28/2025)
RR
Alaska(9/8/2025)
RR
Arizona(9/5/2025)
RR
Arkansas(9/4/2025)
RR
California(8/29/2025)
RR
Colorado(8/28/2025)
RR
Connecticut(8/29/2025)
RR
Delaware(8/28/2025)
RR
District of Columbia(8/29/2025)
RR
Florida(8/28/2025)
RR
Georgia(8/29/2025)
RR
Hawaii(8/29/2025)
RR
Idaho(8/28/2025)
RR
Illinois(8/28/2025)
RR
Indiana(8/29/2025)
RR
Iowa(8/28/2025)
RR
Kansas(8/28/2025)
RR
Kentucky(8/28/2025)
RR
Louisiana(8/28/2025)
RR
Maine(8/29/2025)
RR
Maryland(8/28/2025)
RR
Massachusetts(8/28/2025)
RR
Michigan(8/28/2025)
RR
Minnesota(8/28/2025)
RR
Mississippi(8/28/2025)
RR
Missouri(8/29/2025)
RR
Montana(8/28/2025)
RR
Nebraska(8/28/2025)
RR
Nevada(8/28/2025)
RR
New Hampshire(9/2/2025)
RR
New Jersey(8/28/2025)
RR
New Mexico(8/29/2025)
RR
New York(8/28/2025)
RR
North Carolina(8/29/2025)
RR
North Dakota(9/2/2025)
RR
Ohio(8/28/2025)
RR
Oklahoma(8/28/2025)
RR
Oregon(9/8/2025)
RR
Pennsylvania(9/2/2025)
RR
Rhode Island(8/29/2025)
RR
South Carolina(8/28/2025)
RR
South Dakota(8/28/2025)
RR
Tennessee(8/21/2025)
RR
Texas(8/28/2025)
RR
Utah(8/29/2025)
RR
Vermont(8/28/2025)
RR
Virginia(8/29/2025)
RR
Washington(8/28/2025)
RR
West Virginia(9/4/2025)
RR
Wisconsin(9/3/2025)
RR
Wyoming(9/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/21/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DS
DISTRIBUTION SERVICES, LLC
DISTRIBUTION SERVICES, LLC | UMB DISTRIBUTION SERVICES, LLC | SUNSTONE FINANCIAL GROUP, INC. | SUNSTONE DISTRIBUTION SERVICES, LLC
CRD#: 25938 / SEC#: , 8-42106
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Wisconsin since 09/27/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| TAYLOR, GORDON BURDETTE | VP, CHIEF COMPLIANCE OFFICER | 2990648 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DISTRIBUTION SERVICES, LLC
CRD#: 25938Portland, ME 04101TRUST BUT VERIFY
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