Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Kavgioulas is a financial advisor with Ameriprise Financial Services, LLC, a firm that manages between $1 billion and $10 billion in assets. Steve has been in the financial services industry since 2015 and is registered to provide investment advice in Maryland, Virginia, and the District of Columbia. Steve is also a registered representative of Ameriprise Financial Services, LLC and has been employed by the firm since 2020. Prior to joining Ameriprise, Steve worked at Spartan Capital Securities, LLC. Steve has also been employed by Worldco, LLC, a company that is no longer active. Steve specializes in investment services, financial planning, pension consulting, educational seminars, and asset allocation services.
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.
Asset allocation services
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
DC
04/14/2016 - Present
Ameriprise Financial Services, LLC (Washington DC)
NY
10/22/2014 - 02/12/2015
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
NY
11/17/1997 - 06/08/1998
WORLDCO, L.L.C. (NEW YORK NY)
BOTH
Issued 11/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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