Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aletha? Claim Your ProfileAletha Marie Steehler is a financial advisor with Raymond James Financial Services Advisors, Inc. Aletha has over 20 years of experience in the financial services industry. She is a registered representative and investment advisor representative. Aletha is licensed to sell securities in 12 states and is a member of the Financial Industry Regulatory Authority (FINRA). Aletha is also a board member of the Rush Fire District. She is dedicated to helping clients achieve their financial goals and has a strong commitment to providing personalized service. Aletha has previously worked at Excel Securities & Associates, Inc., Raymond James Financial Services, Inc., Salomon Smith Barney Inc., Monroe Securities, Inc., Kirlin Securities Inc., and H.J. Meyers & Co., Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NY
08/10/2021 - Present
Raymond James Financial Services Advisors, Inc. (Victor NY)
NY
05/16/2006 - 12/04/2006
EXCEL SECURITIES & ASSOCIATES, INC. (PITTSFORD NY)
NY
03/03/2003 - 05/12/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (PITTSFORD NY)
NY
01/19/2000 - 03/29/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IL
05/03/1999 - 06/14/1999
MONROE SECURITIES, INC. (CHICAGO IL)
NY
12/02/1998 - 04/14/1999
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
10/05/1995 - 09/15/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
BC
Issued 09/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/29/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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