Unclaimed
Steven Augustine Marr is a registered representative with Edward Jones. Steven has been in the securities industry since June 20, 2000. Steven holds the Series 7, Series 63 and Series 66 securities licenses. Steven is registered in 25 states and has a total of 25 registrations: 23 state registrations, 2 IA state registrations, and 4 SRO registrations. Steven is also registered with FINRA. Steven is affiliated with Edward Jones which has been in business since 1922 and has an approximate asset amount of $10 billion - $50 billion. Steven specializes in providing financial planning services, pension consulting and portfolio management for individuals and businesses.
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.
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.
See schedule d - miscellaneous
1
2
KY
06/01/2022 - Present
Edward Jones (FRANKLIN KY)
BOTH
Issued 01/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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