Unclaimed
Steven Brent Hobbs is a registered investment advisor representative with Managed Financial Services Corp. Inc. Steven has been in the industry since 1999. Steven is registered in Texas and has passed the Series 63, Series 6 and Series 65 exams. Steven has been associated with Managed Financial Services Corp. Inc. since October 1999. Previously, Steven was associated with MANAGED FINANCIAL BROKER SERVICES, L.L.C. and SECURITIES SERVICE NETWORK, INC.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
04/13/2001 - Present
Managed Financial Services Corp. Inc. (HOUSTON TX)
TX
10/14/2002 - 12/14/2009
MANAGED FINANCIAL BROKER SERVICES, L.L.C. (HOUSTON TX)
TN
12/13/1999 - 12/03/2002
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IA
Issued 12/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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