Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Alan Morneau is a financial advisor with Greenhill Financial Partners, located in Rutland, VT. Steven has over 10 years of experience in the financial services industry. He is a registered representative with FINRA and holds the Series 6, 7 and 66 licenses. Steven specializes in financial planning and portfolio management for individuals. He is also a volunteer board member and treasurer on the board of The Rutland Area Food Coop.
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.
Personalized portfolio management to meet individual financial objectives.
Divorce planning
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.
A percentage of the total value of assets under management is charged.
Retainer fee
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2
VT
04/19/2024 - Present
Greenhill Financial Partners (RUTLAND VT)
VT
05/18/2022 - 04/29/2024
LPL FINANCIAL LLC (RUTLAND VT)
VT
09/03/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Fair Haven VT)
VT
01/14/2009 - 07/14/2014
HORACE MANN INVESTORS INC (RUTLAND VT)
BOTH
Issued 12/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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