Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven David Taylor is a financial advisor at Missionsquare Retirement. Steven has been in the financial services industry for over 28 years, and has worked in a variety of roles at different firms. Steven holds multiple licenses, including Series 6, Series 7, Series 63, Series 65, and Series 26. Steven is also a Certified Financial Planner. Steven is registered to provide investment advisory services in several states, including DC, MD, NC, and VA. Steven helps individuals, families, and businesses with a variety of financial planning needs, including investment management, retirement planning, and college savings.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DC
09/14/2016 - Present
Missionsquare Retirement (WASHINGTON DC)
AZ
03/13/1997 - 03/06/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
05/12/1989 - 01/01/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/12/1989 - 01/01/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
FL
02/17/1988 - 04/05/1989
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 12/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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