Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Markey is an investment advisor representative associated with Arkadios Wealth Advisors. Steve is a seasoned professional with extensive experience in the financial services industry, having started his career in 1995. Steve holds several licenses, including Series 7, 63, 24, 27, 79TO, and SIE. Steve has been actively involved in various business ventures throughout his career, including his role as President and CFO of Home Fashion Technologies, Inc. Steve is also a partner in Whitestone Financial Group and is a board member of HFCC, Inc., which focuses on building permanent housing for the homeless.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
TX
03/04/2022 - Present
Arkadios Wealth Advisors (San Antonio TX)
TX
07/17/2020 - 03/04/2022
SECURITIES AMERICA, INC. (SAN ANTONIO TX)
TX
07/20/2006 - 07/17/2020
INVESTACORP, INC. (SAN ANTONIO TX)
TX
09/24/1998 - 08/02/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN ANTONIO TX)
TX
08/08/1996 - 06/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (SAN ANTONIO TX)
TX
07/01/1996 - 11/16/1998
FIRST FINANCIAL INVESTMENT SECURITIES, INC. (AUSTIN TX)
NA
04/13/1995 - 07/02/1996
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
04/13/1995 - 07/02/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 04/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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