Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Loncar is a financial advisor who has been in the industry since 2006. Steve is currently registered with VP Distributors LLC, a firm that has been in business since 2017. Prior to joining VP Distributors LLC, Steve was with Ridgeworth Distributors LLC and SunTrust Investment Services, Inc.. Steve holds the Series 7 and 63 licenses. Steve has a history of working in the financial services industry and is committed to providing clients with personalized financial advice.
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.
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.
1
2
CT
06/01/2017 - Present
VP Distributors LLC (HARTFORD CT)
ME
08/20/2008 - 06/01/2017
RIDGEWORTH DISTRIBUTORS LLC (PORTLAND ME)
FL
12/07/2006 - 08/20/2008
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
BC
Issued 01/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steve Loncar is the right advisor for you? Invested Better is here to help.
