Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Carpenter is a financial advisor with over 20 years of experience in the financial services industry. Steven is currently registered with Creative Financial Designs, Inc. and has a wide range of experience in the financial services industry, including working with both individuals and businesses. Steven has a proven track record of success in helping clients reach 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
IN
08/29/2016 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
MI
05/13/2016 - 09/02/2016
SIGNATOR INVESTORS, INC. (NORTHVILLE MI)
MI
09/16/2015 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NORTHVILLE MI)
NC
03/27/2007 - 09/12/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MI
08/04/2005 - 08/18/2006
CHASE INVESTMENT SERVICES CORP. (ORION TOWNSHIP MI)
GA
09/26/2001 - 03/23/2004
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2001
Series 63 - Uniform Securities Agent State Law 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 09/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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