Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Nearman is a financial advisor registered with Cambridge Investment Research Advisors, Inc. based in Plymouth, Massachusetts. Steven is a licensed professional with over 35 years of experience in the industry, specializing in providing financial planning and investment management services to individuals, high-net-worth individuals, and charitable organizations. Steven also offers educational seminars and market timing services to help clients make informed investment decisions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
04/24/2021 - Present
Cambridge Investment Research Advisors, Inc. (Plymouth MA)
MA
11/02/2005 - 04/28/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (PLYMOUTH MA)
VA
08/24/1992 - 10/17/2005
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
NA
07/24/1992 - 08/17/1992
INVESTORS SECURITY COMPANY, INC.
VA
08/21/1989 - 08/11/1992
SCOTT & STRINGFELLOW INVESTMENT CORPORATION (RICHMOND VA)
DC
01/03/1989 - 08/22/1989
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
NA
11/30/1987 - 01/07/1989
PAINEWEBBER INCORPORATED
IA
Issued 12/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1987
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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