Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Hose has been in the financial services industry since June 4, 1995. Steve is currently registered with LPL Financial LLC, which is a broker-dealer and investment adviser. Steve is also registered with the state of West Virginia as an investment advisor. Steve has previously been registered with M&T Securities, Inc., Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, American Express Financial Advisors Inc., IDS Life Insurance Company, and First Maryland Brokerage Corporation. Steve has experience in portfolio management, financial planning, and retirement planning. Steve's clients include individuals, families, trusts, and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WV
12/08/2010 - Present
LPL Financial LLC (MARTINSBURG WV)
MD
07/15/2003 - 12/08/2010
M&T SECURITIES, INC. (CLEAR SPRING MD)
FL
01/04/1999 - 06/25/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
01/21/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
FL
04/07/1995 - 03/19/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MN
09/16/1994 - 03/03/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/16/1994 - 03/03/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MD
06/10/1993 - 01/12/1995
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 10/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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