Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven McClellan is an active investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Steven is licensed in multiple states including Georgia, Texas and Alabama. Steven has been working in the financial industry since 2022 and has taken Series 66, Series 7TO, and SIE exams. Steven's client base includes insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses and individuals other than high net worth. Steven's current firm offers a range of advisory services, including portfolio management for businesses, portfolio management for individuals, selection of other advisers, research reports and services, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
01/23/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
BOTH
Issued 11/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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