Unclaimed
Steven Kornicker is a financial advisor with Truist Advisory Services, Inc. Steven is a licensed financial advisor with over 20 years of experience in the financial services industry. Steven has a Series 7 and Series 66 licenses, and he holds the SIE exam as well. Steven provides financial advisory services to individuals and businesses. Steven's focus is on developing comprehensive financial plans that are tailored to meet the specific needs of his clients. Steven specializes in financial planning, portfolio management, and wrap fee products and financial profiling services. Steven is dedicated to providing his clients with the highest level of service and expertise. Steven's prior firm affiliations include BB&T Securities, LLC and Scott & Stringfellow, LLC.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (CULPEPPER VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
12/20/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (CULPEPER VA)
BOTH
Issued 01/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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