Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Christopher Nelson is a registered Investment Advisor Representative. Steven is currently registered with Chicago Partners Investment Group LLC and EJM Wealth Management, LLC. Steven is licensed to provide advisory services in Florida and Texas. Steven has been in the industry since August 2010. Steven is a Series 65 licensed professional.
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.
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.
401k plan option review & monitoring
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.
Roboadvisory offering
1
2
FL
10/09/2024 - Present
Chicago Partners Investment Group LLC (Tampa FL)
IA
Issued 01/15/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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