Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Billings is a financial advisor with over 39 years of experience in the industry. Steven is registered with Ameriprise Financial Services, LLC and holds a variety of licenses and designations, including Series 7, 24, 63, and 65. Steven is a Certified Financial Planner and offers financial planning services, asset allocation services, and other investment-related advice. Steven has a strong track record of success in helping clients achieve their financial goals. Steven is dedicated to providing personalized service and helping clients make informed decisions about their financial future.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
LA
10/04/2006 - Present
Ameriprise Financial Services, LLC (BATON ROUGE LA)
MN
01/08/1985 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/08/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
10/17/1984 - 12/03/1984
STONERIDGE SECURITIES INC.
NA
08/20/1984 - 10/15/1984
NIELSON AND CLARK INC.
NA
10/17/1983 - 08/10/1984
WALFORD, DEMARET & CO., INC.
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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