Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Meier is an investment advisor representative with Eagle Strategies LLC, based in Columbus, Ohio. Steven has been working in the financial services industry since 1987 and has a wide range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. Steven is a registered investment advisor in Ohio and Texas and holds several securities licenses, including Series 7, 6, 22, 63, and 65. In addition to his work at Eagle Strategies LLC, Steven is also the owner of Cardinal Financial Advisers, LLC. Steven is also a board member of The Catholic Foundation. Steven specializes in financial planning, portfolio management, pension consulting, and educational seminars.
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.
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
OH
10/05/2021 - Present
Eagle Strategies LLC (COLUMBUS OH)
NY
02/07/1990 - 01/02/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
01/01/1987 - 01/13/1990
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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