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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Andrew Tardy is an investment advisor representative with McKinley Carter Wealth Services, Inc. Steven has been in the industry since March 2010 and has a Series 6, Series 7, Series 63, and Series 65 licenses. Steven has prior experience working for PNC Investments, United Brokerage Services, Inc., and Northwestern Mutual Investment Services, LLC. Steven is registered to provide investment advice in Louisiana, Texas, and West Virginia.
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.
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.
Investment consulting
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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WV
12/22/2017 - Present
McKinley Carter Wealth Services, Inc. (CHARLESTON WV)
NC
03/24/2015 - 09/10/2015
PNC INVESTMENTS (FOREST CITY NC)
WV
01/13/2014 - 04/10/2015
UNITED BROKERAGE SERVICES, INC (CHARLESTON WV)
WV
03/15/2010 - 01/18/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HUNTINGTON WV)
IA
Issued 03/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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