Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Earhart is a financial professional with over 40 years of experience in the financial services industry. Steven is a Registered Representative and Investment Advisor Representative, registered with Park Avenue Securities LLC, a registered broker-dealer and investment advisor. Steven is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®) with multiple state registrations and licenses. Steven holds several industry licenses including Series 4, 6, 7, 22, 24, 26, 53, 63, and 65.
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.
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
PA
08/18/2014 - Present
Park Avenue Securities LLC (KING OF PRUSSIA PA)
PA
10/31/1981 - 09/25/2009
AXA ADVISORS, LLC (BALA CYNWYD PA)
NY
10/31/1981 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
06/19/1991 - 10/08/1993
MANEQUITY, INC. (BOSTON MA)
IA
Issued 04/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2003
Series 4 - Registered Options Principal Examination
BC
Issued 08/02/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 05/19/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/20/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Earhart is the right advisor for you? Invested Better is here to help.
