Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Berry Ford is a financial advisor with over 20 years of experience in the financial services industry. Steven is currently registered with Raymond James Financial Services Advisors, Inc. and has previously been registered with Morgan Stanley, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven holds the Series 7, Series 66, and SIE licenses. Steven has a CFP® designation and is a member of the Financial Planning Association. Steven is also the president of Artisan Private Wealth, LLC and Ford Holdings, Inc. Steven specializes in providing financial planning, portfolio management, and investment advice to individuals, families, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
03/21/2014 - Present
Raymond James Financial Services Advisors, Inc. (Spartanburg SC)
SC
06/01/2009 - 03/20/2014
MORGAN STANLEY (SPARTANBURG SC)
SC
11/06/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SPARTANBURG SC)
SC
03/22/2002 - 11/07/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPARTANBURG SC)
BOTH
Issued 04/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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