Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Davis Lynds is a financial advisor at Gill Capital Partners, LLC. Steven has been a registered investment advisor representative for over 10 years and has extensive experience in the financial services industry. Steven is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Steven specializes in working with individuals, families, and businesses to develop comprehensive financial plans. Steven is committed to providing his clients with personalized service and helping them achieve their financial goals.
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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CO
05/09/2024 - Present
Gill Capital Partners, LLC (DENVER CO)
CO
06/28/2016 - 05/18/2018
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
08/20/2014 - 06/09/2016
NYLIFE SECURITIES LLC (DENVER CO)
IA
Issued 06/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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