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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Alminas is a financial advisor registered with Morgan Stanley. Steven has been in the financial industry since 2014. Steven has Series 6, 7, 63, and 66 licenses as well as the SIE exam. Steven has previously worked at MML Investors Services, LLC. Currently, Steven is registered in Alabama, California, Connecticut, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New Mexico, New York, North Carolina, Rhode Island, South Carolina, Texas, Utah, Vermont, and Virginia. Steven has specializations in 1, 2, 3, 4, 5, 6, and 7.
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
MA
05/07/2020 - Present
Morgan Stanley (Springfield MA)
CT
12/05/2013 - 07/06/2015
MML INVESTORS SERVICES, LLC (ENFIELD CT)
BOTH
Issued 09/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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