Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jensen is a financial advisor with over 30 years of experience in the industry. He has worked at Raymond James Financial Services, Inc. and NYLIFE Securities Inc. Steven is currently registered with the state of Oregon as an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc., where he has been since 2018. His practice focuses on providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Steven is a Chartered Financial Consultant and holds several industry licenses including Series 6, 7, 22, 24, 63, and 65.
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
01/06/2024 - Present
Raymond James Financial Services Advisors, Inc. (MEDFORD OR)
OR
11/26/2001 - 12/31/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (MEDFORD OR)
NY
07/31/1986 - 11/29/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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