Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lovell is a financial advisor registered in Ohio, and 13 other states. Steven has been working in the financial industry since October 15, 2011. Steven is currently registered with Cetera Investment Advisers LLC. Steven previously worked for KEY INVESTMENT SERVICES LLC and PNC INVESTMENTS. Steven has passed Series 6, 7, 63, and 65 exams.
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.
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.
1
2
OH
10/29/2024 - Present
Cetera Investment Advisers LLC (UPPER ARLINGTON OH)
OH
06/14/2012 - 09/14/2022
KEY INVESTMENT SERVICES LLC (COLUMBUS OH)
OH
10/03/2011 - 05/31/2012
PNC INVESTMENTS (COLUMBUS OH)
IA
Issued 7/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 9/30/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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