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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 Anthony Henderson is a financial advisor registered with Merit Financial Advisors, located in Tulsa, Oklahoma. Steven has been in the financial services industry since 1995 and is a Certified Financial Planner and Personal Financial Specialist. Steven also has a CPA designation. Steven's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Steven's firm, Merit Financial Advisors, provides a range of financial services, including financial planning, portfolio management, and retirement planning.
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.
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.
Consulting fees
1
2
OK
01/12/2021 - Present
Merit Financial Advisors (TULSA OK)
OK
01/12/2021 - 08/16/2024
LPL FINANCIAL LLC (TULSA OK)
OK
10/25/2019 - 01/15/2021
AVANTAX INVESTMENT SERVICES, INC. (TULSA OK)
OK
02/10/1995 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (TULSA OK)
IA
Issued 09/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/08/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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