Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Derr is a financial advisor with over 30 years of experience in the industry. Currently, Steven is registered with LPL Financial LLC. Prior to joining LPL Financial LLC, Steven has worked at HD Vest Investment Services, Marquette Financial Group, Inc., BirchTree Financial Services, Inc., Anchor National Financial Services, Inc., E. F. Hutton & Company Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and B.C. Christopher Securities Co.. Steven offers a variety of financial services, including financial planning, portfolio management, consulting, and other non-discretionary advisory services. Steven is licensed in Arizona, Florida, Kansas, Kentucky, Missouri, Nebraska, North Carolina, and Texas.
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.
Consulting and other non-discretionary advisory services
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
MO
05/01/2019 - Present
LPL Financial LLC (SAINT JOSEPH MO)
MO
04/01/2002 - 05/10/2019
HD VEST INVESTMENT SERVICES (SAINT JOSEPH MO)
MN
11/17/2000 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
MN
09/15/1989 - 11/16/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NA
10/21/1988 - 03/15/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
09/02/1986 - 02/04/1987
E. F. HUTTON & COMPANY INC
NA
07/27/1985 - 08/06/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/17/1984 - 05/28/1985
B.C. CHRISTOPHER SECURITIES CO.
BOTH
Issued 05/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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