Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Collins is a financial advisor registered with Kestra Advisory Services, LLC, an investment advisor. Steven is a registered representative with Kestra Investment Services, LLC. Steven is a registered investment advisor representative in Maryland and is also registered as a broker in 16 other states. Steven has been in the financial services industry since January 2003. Steven focuses on financial planning and investment management for individuals, businesses, and retirement plans. Steven also offers insurance products, such as term life insurance and fixed annuities. Steven's office is located in West Friendship, MD.
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.
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
MD
05/03/2024 - Present
Kestra Advisory Services, LLC (West Friendship MD)
MD
01/19/2024 - 05/07/2024
OSAIC WEALTH, INC. (WEST FRIENDSHIP MD)
MD
03/19/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WEST FRIENDSHIP MD)
MD
10/02/2009 - 03/18/2021
INDEPENDENT FINANCIAL GROUP, LLC (WEST FRIENDSHIP MD)
MD
01/15/2003 - 10/02/2009
H. BECK, INC. (ROCKVILLE MD)
BOTH
Issued 09/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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