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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Conners is a financial advisor who has been in the industry since 1989. Steven is currently registered with Corecap Advisors, LLC. Steven has experience in portfolio management for individuals and businesses, as well as financial planning. Steven provides educational seminars and assists clients in selecting other advisors.
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.
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.
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2
MI
01/09/2025 - Present
Corecap Advisors (SOUTHFIELD MI)
AZ
09/04/2014 - 08/31/2016
SECURITIES SERVICE NETWORK, INC. (Scottsdale AZ)
AZ
12/03/2012 - 09/10/2014
METLIFE SECURITIES INC. (TEMPE AZ)
AZ
09/09/2009 - 12/03/2012
SECURITIES SERVICE NETWORK, INC. (SCOTTSDALE AZ)
AZ
08/18/2008 - 09/09/2009
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
08/05/2005 - 08/20/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
NY
10/25/2000 - 08/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/07/1997 - 10/26/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/19/1991 - 03/21/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
11/21/1989 - 08/26/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/21/1989 - 08/26/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
05/09/1989 - 09/21/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/09/1989 - 09/21/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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