Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Rowswell is a financial advisor with Gradient Advisors, LLC. Steven is a registered investment advisor with the state of Florida and has been in the industry since 1981. Steven also has Series 4, 7 and 63 licenses. Steven's previous affiliations include A. G. Edwards & Sons, Inc., Dean Witter Reynolds Inc., Integrated Resources Equity Corporation, Securities America, Inc. and AllA Pree Securities, Inc.. Steven works with individuals, high-net-worth individuals, and businesses. Steven provides a range of services including financial planning, portfolio management, and selection of other advisors.
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.
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.
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.
Referral fees
1
2
FL
06/27/2024 - Present
Gradient Advisors, LLC (Ocala FL)
NA
06/25/1993 - 02/24/1994
ALLAPREE SECURITIES, INC.
NA
10/09/1989 - 06/10/1993
SECURITIES AMERICA, INC.
NA
01/15/1988 - 09/27/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/14/1985 - 01/09/1988
A. G. EDWARDS & SONS, INC.
NA
05/18/1981 - 05/21/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 09/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1988
Series 4 - Registered Options Principal Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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