Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Paul Steve is a financial advisor with over 11 years of experience in the industry. Donald Paul Steve is registered with Raymond James Financial Services Advisors, Inc. and has offices in MONROE, MI. Donald Paul Steve has passed the Series 63, Series 65, and Series 7 exams. Donald Paul Steve provides financial planning, portfolio management for individuals and businesses, and pension consulting. Donald Paul Steve is also a member of the Finance/Investment Committee at the YMCA in MONROE, MI. Donald Paul Steve specializes in providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Donald Paul Steve is also registered to provide financial advice in Alabama, Arizona, Florida, Georgia, Hawaii, Michigan, Ohio, South Carolina, and Washington.
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
MI
03/02/2015 - Present
Raymond James Financial Services Advisors, Inc. (MONROE MI)
IA
Issued 02/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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