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 Lynch is an investment advisor representative with Steward Partners Investment Advisory, LLC. Steven has been in the financial services industry since 1993. Steven has experience in providing financial consulting, financial planning, pension consulting, and portfolio management for individuals. Steven is registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and West Virginia.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
12/21/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
MD
08/04/2022 - 08/29/2022
RAYMOND JAMES & ASSOCIATES, INC. (TIMONIUM MD)
MD
05/27/2022 - 07/11/2022
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (BETHESDA MD)
MD
12/07/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
11/13/2009 - 11/29/2016
WELLS FARGO ADVISORS (BETHESDA MD)
MD
05/19/2006 - 11/19/2009
UBS FINANCIAL SERVICES INC. (ROCKVILLE MD)
MD
02/21/2006 - 05/15/2006
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
MD
10/13/1993 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/15/1993 - 09/28/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 8/2/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/1/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 7/8/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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