Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Dee Crabtree is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Steven has been in the industry since 2006 and is licensed in several states. Steven's previous employers include LPL FINANCIAL LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC. and AMERIPRISE FINANCIAL SERVICES, INC. Steven's areas of specialization include retirement planning, investment management, and estate planning. Steven is also an independent insurance agent.
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.
Solicitation fees from 3rd party money managers
1
2
CT
06/19/2015 - Present
Cambridge Investment Research Advisors, Inc. (MIDDLETOWN CT)
CT
04/20/2012 - 05/15/2015
LPL FINANCIAL LLC (MIDDLETOWN CT)
CT
10/23/2009 - 04/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDDLETOWN CT)
CT
03/20/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIDDLETOWN CT)
CT
01/19/2006 - 03/26/2008
AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)
BOTH
Issued 03/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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