Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Arthur Burns is a financial advisor with over 40 years of experience in the industry. Currently, Steven works as a registered representative and investment advisor representative for RBC Capital Markets, LLC. Steven has previously held positions with Morton Clarke Burns Fu & Metcalf Inc., PaineWebber Incorporated, Kidder, Peabody & Co. Incorporated, Lehman Brothers Inc. and Cralin Associates, Inc. Steven has a broad range of experience and services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
WA
06/24/2005 - Present
RBC Capital Markets, LLC (SEATTLE WA)
WA
08/16/1995 - 06/28/2005
MORTON CLARKE BURNS FU & METCALF INC. (SEATTLE WA)
NJ
01/28/1995 - 09/27/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/02/1991 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
06/09/1982 - 08/22/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/20/1981 - 06/10/1982
CRALIN ASSOCIATES, INC.
IA
Issued 09/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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