Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Andrew McGregor is a financial advisor currently working with Voya Financial Advisors, Inc. based in Windsor, CT. Steven has been in the financial industry since November 4, 1998 and is registered with the state of Virginia. Steven has been registered with Voya Financial Advisors, Inc. since September 16, 2024. Steven also has experience with Mutual of America Life Insurance Company, Mutual of America Securities Corporation, Capital Brokerage Corporation, Hornor, Townsend & Kent, Inc., and Wachovia Securities, Inc. Steven is a Series 6, 26, 63, and 65 licensed advisor. Steven is a specialist in financial planning, portfolio management, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
09/16/2024 - Present
Voya Financial Advisors, Inc. (Richmond VA)
VA
06/13/2011 - 11/27/2013
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (RICHMOND VA)
VA
06/13/2011 - 11/27/2013
MUTUAL OF AMERICA SECURITIES CORPORATION (RICHMOND VA)
VA
03/10/2010 - 03/02/2011
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
05/13/2009 - 02/23/2010
HORNOR, TOWNSEND & KENT, INC. (GLEN ALLEN VA)
VA
10/04/2000 - 02/26/2009
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
NC
02/14/2000 - 09/11/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
02/03/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NE
01/28/1998 - 02/06/1998
CENTRAL FIDELITY SECURITIES, INC. (OMAHA NE)
IA
Issued 12/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven McGregor is the right advisor for you? Invested Better is here to help.
