Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Charles Lorson is a financial advisor registered with LPL Financial LLC, with over 15 years of experience in the industry. Steven has been a registered representative with LPL since November 2021. Previously, Steven was affiliated with The Huntington Investment Company and PNC Investments. Steven offers investment advisory services to individuals, corporations and other businesses, as well as charitable organizations. He is a Series 66 and Series 7 licensed representative, specializing in a range of investment products and services, including financial planning, portfolio management, and retirement planning. Steven is committed to helping clients achieve their financial goals by providing personalized financial advice and investment strategies tailored to their individual needs.
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.
Consulting and other non-discretionary advisory services
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.
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2
OH
11/08/2021 - Present
LPL Financial LLC (WOOSTER OH)
OH
02/13/2019 - 11/22/2021
THE HUNTINGTON INVESTMENT COMPANY (WOOSTER OH)
OH
10/15/2012 - 11/30/2018
PNC INVESTMENTS (ASHLAND OH)
FL
11/05/2007 - 08/06/2012
SUNTRUST INVESTMENT SERVICES, INC. (HAINES CITY FL)
FL
07/13/2006 - 05/16/2007
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
BOTH
Issued 07/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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