Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Schetrom is an investment advisor representative at Legacy Financial. Steven is licensed to provide investment advice in Virginia. He is a registered representative of Legacy Financial, which is a firm that provides financial planning and portfolio management services for individuals. Steven has been in the industry since 2008 and has worked with Legacy Financial since 2010. Steven has a series 7 and a series 66 license.
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.
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.
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VA
01/01/2011 - Present
Legacy Financial (Front Royal VA)
VA
08/10/2009 - 03/02/2010
HARBOR FINANCIAL SERVICES, LLC (STRASBURG VA)
VA
07/14/2008 - 08/12/2009
EDWARD JONES (WINCHESTER VA)
BOTH
Issued 07/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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