Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Chadwick Puryear is a registered representative with Raymond James & Associates, Inc. with over 20 years of experience in the financial industry. Steven's previous employment experience includes a role with MORGAN KEEGAN & COMPANY, INC. Steven is registered in numerous states, including Arkansas, Colorado, District of Columbia, Florida, Illinois, Indiana, Kansas, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Puerto Rico, Tennessee, Texas, Wisconsin, and Wyoming. Steven specializes in providing financial services to a wide range of clients, including individuals, corporations, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
09/25/2012 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
06/16/2003 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 04/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2006
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 06/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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