Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Napier is a financial advisor with over 35 years of experience. Steven has been with Janney Montgomery Scott LLC since January 2022. Prior to that, Steven worked at Truist Investment Services, Inc. and BB&T Securities, LLC. Steven has a strong background in investment banking and has a wide range of experience in the financial services industry. Steven is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
GA
07/26/2022 - Present
Janney Montgomery Scott LLC (ATLANTA GA)
GA
02/17/2021 - 01/27/2022
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
VA
11/02/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
09/28/2010 - 12/01/2017
MORGAN STANLEY (ATLANTA GA)
GA
08/12/2005 - 09/29/2010
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
MD
05/30/2000 - 08/18/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
04/18/1997 - 06/10/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NJ
02/17/1994 - 04/29/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/31/1993 - 02/24/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
08/16/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/20/1989 - 08/20/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/14/1988 - 01/30/1989
INTERSTATE/JOHNSON LANE CORPORATION
NA
02/06/1987 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
NA
10/30/1985 - 03/02/1987
MORGAN KEEGAN & COMPANY, INC.
NA
05/23/1985 - 11/06/1985
PAINEWEBBER INCORPORATED
BOTH
Issued 01/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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