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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Startoria? Claim Your ProfileStartoria Stevens is an active Registered Representative and Investment Advisor Representative, registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Startoria has been in the financial industry since 2024, and has earned licenses in both Florida and Texas. Startoria holds Series 7TO, Series 66, and SIE licenses. Startoria Stevens has a number of client types, including individuals, corporations, high-net-worth individuals, insurance companies, and charitable organizations. Startoria Stevens is a strong proponent of diversity, equity and inclusion and is the DEI/Advocacy Chair for the Meadowbrook PTA.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
09/20/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 05/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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