Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Athanassie is an investment advisor representative with Independent Financial Partners. Steve is a Certified Financial Planner and has been in the industry since 1985. Steve provides financial planning services to individuals, families, and businesses. Steve also offers investment advisory services in a non-discretionary manner. Steve has experience working with a wide range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
01/03/2024 - Present
Independent Financial Partners (TAMPA FL)
GA
06/20/1997 - 12/31/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
04/01/1997 - 06/23/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
AZ
01/31/1997 - 04/03/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
11/02/1995 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MN
01/18/1985 - 11/02/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/18/1985 - 11/02/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/18/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 11/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/16/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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