Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Massey is an investment advisor representative with Sovereign Financial Group, Inc.. Steven has been in the financial services industry since 1983 and holds multiple licenses and certifications including Series 6, 7, 22, 24, 51 and 63. Steven has prior experience with RAYMOND JAMES FINANCIAL SERVICES, INC. and LINSCO/PRIVATE LEDGER CORP. Steven is registered with the state of Connecticut and is actively involved in the local community. Steven specializes in providing financial planning, portfolio management, and educational seminars for individuals 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CT
01/02/2020 - Present
Sovereign Financial Group, Inc. (MILFORD CT)
CT
10/18/2001 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (MILFORD CT)
SC
08/08/1997 - 10/23/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
07/15/1983 - 08/06/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 09/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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