Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Dale Lutz is a financial advisor with over 17 years of experience in the industry. Steven has been registered with Morgan Stanley since June 2009. Prior to that, Steven worked at Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and 1717 Capital Management Company. Steven holds Series 7 and Series 66 licenses. Steven also holds a Series SIE license. Steven is registered in 32 states and the District of Columbia. Steven specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, investment companies, and state or municipal government entities. Steven is also a landlord/owner of rental properties.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
04/23/2020 - Present
Morgan Stanley (Cincinnati OH)
OH
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
MD
04/18/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
DE
09/21/2004 - 04/21/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 11/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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