Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Blaine Cunningham is a financial professional with over 16 years of experience in the industry. Steven is a registered representative and investment advisor representative with Private Advisor Group, LLC. Steven has a strong background in securities and investment advisory services and is committed to providing clients with personalized financial guidance and solutions. Steven is passionate about helping individuals and families 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
OK
09/20/2023 - Present
Private Advisor Group, LLC (Oklahoma City OK)
OK
08/16/2012 - 07/29/2013
VSR FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
TX
04/27/2009 - 08/10/2012
GUIDESTONE FINANCIAL SERVICES (DALLAS TX)
TX
01/30/2007 - 09/11/2009
PFPC DISTRIBUTORS, INC. (DALLAS TX)
IA
Issued 05/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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