Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Burch is a financial advisor with Raymond James Financial Services Advisors, Inc., based in West Linn, OR. Steven Burch has over 17 years of experience in the financial industry. Steven Burch is also registered with the state of Oregon as an Investment Advisor Representative.
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
OR
03/12/2021 - Present
Raymond James Financial Services Advisors, Inc. (West Linn OR)
OR
06/18/2012 - 03/23/2021
UBS FINANCIAL SERVICES INC. (LAKE OSWEGO OR)
OR
07/10/2009 - 06/20/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE OSWEGO OR)
OR
06/01/2009 - 07/30/2009
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
02/01/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
MN
11/04/2004 - 02/02/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 03/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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