Unclaimed
Steven Alfred Hurst is a financial advisor with over 35 years of experience in the industry. He is currently registered with LPL Financial LLC, a leading independent broker-dealer and financial advisory firm. Steven specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Steven holds the Series 7, Series 63, and SIE securities licenses. He is also a Certified Financial Planner (CFP®).
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.
1
2
SC
01/01/2025 - Present
LPL Financial LLC (FORT MILL SC)
FL
05/14/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (FORT LAUDERDALE FL)
FL
12/16/2004 - 04/30/2012
METLIFE SECURITIES INC. (PLANTATION FL)
FL
12/16/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLANTATION FL)
IN
01/02/2003 - 12/16/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/02/2003 - 12/16/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
09/21/1983 - 12/09/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 10/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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