Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Burkholder is a financial advisor who is registered with Concourse Financial Group Securities, Inc.. Steven specializes in helping individuals and families achieve their financial goals. Steven has been in the industry since 2019 and holds the Series 63, Series 6TO and SIE licenses. Steven is also registered to sell securities in several states, including Virginia, Maryland, District of Columbia, West Virginia, Indiana, Texas and Pennsylvania.
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.
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VA
09/30/2019 - Present
Concourse Financial Group Securities, Inc. (Harrisonburg VA)
BC
Issued 10/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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