Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Lee Williams is an investment advisor representative at Newport Group Consulting, LLC and has been in the financial services industry since 2004. Steve holds the Series 66, Series 24, Series 7 and SIE licenses and has a Chartered Financial Analyst designation. Steve Williams is registered in Florida and Georgia. Steve Williams has been with Newport Group Consulting, LLC since 2018 and has experience at Newport Group Securities, Inc., Newport Group, Inc. and Ascensus Broker Dealer Services, LLC. Newport Group Consulting, LLC is an investment advisory firm with offices in Lake Mary, Florida. The firm provides investment performance analytics for retirement plans, foundations, and endowments. They also provide managed account services for plan participants. The firm has 197 clients, with a total of $2,560,003,733 in assets under management.
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.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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
01/11/2018 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
07/05/2004 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)
BOTH
Issued 09/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steve Williams is the right advisor for you? Invested Better is here to help.
