Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Bunn is a financial advisor who has been working in the financial industry since 1987. Steve is currently registered with Morgan Stanley and has previously worked with VALIC Financial Advisors, Inc., Raymond James & Associates, Inc., Janney Montgomery Scott LLC, Salomon Smith Barney Inc. and Lehman Brothers Inc. Steve is a Series 7, Series 3, Series 63 and Series 65 licensed professional. Steve specializes in providing investment advisory services to individuals, businesses, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Morgan Stanley (Palm Beach Gardens FL)
FL
09/03/2009 - 05/31/2012
VALIC FINANCIAL ADVISORS, INC. (WEST PALM BEACH FL)
FL
09/27/2005 - 12/22/2008
RAYMOND JAMES & ASSOCIATES, INC. (WEST PALM BEACH FL)
PA
01/01/1999 - 10/20/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
07/31/1993 - 12/23/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/25/1986 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1987
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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