Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Magyar is a financial advisor with over 47 years of experience in the industry. Steven is registered with Cambridge Investment Research Advisors, Inc. and is currently licensed in 20 states and the District of Columbia. Steven also holds licenses for insurance in Maine. Steven has a wide range of experience in financial planning, portfolio management, and investment advisory services. Steven is a Chartered Financial Consultant and is committed to providing his clients with personalized financial guidance.
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.
Solicitation fees from 3rd party money managers
1
2
ME
12/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (South Portland ME)
ME
01/19/2021 - 12/09/2022
CANTELLA & CO., INC. (S. Portland ME)
ME
08/11/1994 - 01/25/2021
LPL FINANCIAL LLC (SOUTH PORTLAND ME)
PA
03/20/1975 - 08/16/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 12/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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