Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Landis is a financial professional with over 30 years of experience in the financial services industry. Steven is currently an Investment Advisor Representative with Portfolio Medics, LLC, a firm with over 2,400 clients. Previously, Steven was a representative with various firms including Montecito Advisors, Inc., WRP Investments, Inc., Investcorp, Inc., American Express Financial Advisors Inc., and IDS Financial Services Inc. Steven is a Certified Financial Planner and holds a Series 6, Series 7, and Series 22 licenses.
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.
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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FL
08/05/2008 - Present
Portfolio Medics, LLC (BONITA SPRINGS FL)
WV
10/13/2004 - 08/02/2006
MONTECITO ADVISORS, INC. (LEWISBURG WV)
OH
10/01/1990 - 10/12/2004
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
FL
03/13/1989 - 10/11/1990
INVESTACORP, INC. (MIAMI FL)
MN
05/25/1983 - 03/27/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/25/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
BC
Issued 02/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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